Should Advisors Jump On The Threads Bandwagon?

Black and white block in a field of colored blocks.

Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It’s a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.

Have A Tale To Tell

Open book on a table

Human beings are naturally drawn to stories. Narratives can help us understand complex information, make sense of our world and help us forge connections with others.

Top 5 Tips For Sharing News Articles On Social Media

Person reading a newspaper covering their face.

There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.

5 Tips To Get Started With ChatGPT In Your Marketing

data points floating in the air to create the image of a brain

ChatGPT burst onto the scene with little warning. Few knew what the Microsoft and Elon Musk-backed artificial intelligence startup OpenAI had developed or how quickly it would become one of the most impactful technology stories of the day.

Five Pages Every Website Must Have

Two women sitting in front of a laptop working

As a financial advisor, you know your website is critical to your online presence. It’s the foundation of your marketing, serving as the home base where prospects and clients find you.

Getting Personal

Two people taking notes with laptops in front of them

When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.

Be a Video Star

Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.

3 Must-Follow Copywriting Rules

A pile of books on a desk.

By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.

5 Tips For Client Communication During Times Of Volatility

image of underwater with several bubbles

Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.

Personal Information Form