Client Retention
3 ways Advisors are using ChatGPT to make Client communication easy and efficient.
See 3 ways Financial Advisors are now using ChatGPT to make Client communication easier, efficient and impactful. By Brendan Kenalty.
Read MoreFinancial Advisor Client communication has big impact new studies show.
A must read for Financial Advisors. See 4 key takeaways from new studies by YCharts and Smart Asset on impact of Client communication in Wealth Management. It turns out communication has BIG impact on a Financial Advisor’s business.
Read MoreRaising America’s Financial IQ will grow our Wealth Industry, so let’s give FAs a free AI powered service that makes it easier to educate clients
Imagine the revenue impact for Wealth Management industry of having every American more knowledgeable about their financial situation, and increasing their level of participation.
Read MoreBook Review: 5 Stars for Ascendant Advisor
Book Review: 5 stars for The Ascendant Advisor, an actionable Content Marketing playbook for Wealth Reprint of Linkedin article by Brendan Kenalty 5 stars for The Ascendant Advisor. A light, but extremely actionable Content Marketing playbook for Wealth Advisors. Rating = ★★★★★ for The Ascendent Advisor Over the summer, I read a terrific new book…
Read MoreReachStack grows AUM through 16X increase in Advisor Client interactions.
ReachStack helps Finance Advisors grow AUM Recent feedback from Financial Advisors & Wealth Managers highlighted 3 things : 100% of Clients (and now Regulators) want to see more value for fees 91% of Advisors say increasing # of Client interactions drives AUM growth & retention 64% of Advisors want more help from Marketing to drive…
Read More5 Steps to Social Media Success for Financial Advisors
When it comes to finding ways to increase client engagement and growth, financial advisors don’t need more tools – we need to help them find easier ways to use the tools they have more effectively. Social media is a great example of this. “What we have today is so under-utilized. CRM and the other sources…
Read MoreThe Future of Advice is Female
Meeting the Evolving Needs of Female HNW Investors Women are a growing economic force in the world, controlling one-third of all wealth. Yet many wealth management firms and the industry as a whole continue to misunderstand the needs of women investors leaving them underserved. In this article, we will review some of the research on…
Read MoreHow Financial Advisors Get More Visibility, Engagement by Sharing the Right Mix of Content
By Jay Palter Financial Advisors can get more Client visibility & engagement on their content investments, by sharing the right mix of curated and branded information. Sharing knowledge and information is a vital part of how we advance our society. Throughout human history, people have shared ideas, stories and opinions as a way of adapting…
Read MoreAdvisors Who Send More Emails To Clients Get More Engagement.
Engaging Financial Advisors The frequency of advisor-client communications is rising – and this is good news. New data analysis shows that increasing the frequency of emails sent by advisors actually increases the clients’ open-rate of those messages by almost 20 percent. ReachStack compiled and analyzed the data from our platform going back over the past…
Read MoreWinning Advisors Embrace 3 New Communication Habits
Winning Advisors Embrace 3 New Client Communication Habits The widespread adoption of the internet, mobile phones and social media has drastically changed communication habits for people of all ages. This evolution is having a growing impact on Client’s expectations for type and frequency of interactions with their Wealth Advisors and Financial Planners. Today’s winning advisors…
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