Robo-Advising: The First Step in Embracing Marketing Automation
Advisors know they must modernize or risk becoming irrelevant. Tackle marketing automation to stay relevant and useful in this changing landscape. We all know the saying: there are only two certainties in life — death and taxes. But, we would like to add a third: change. The financial services…
Making the DoL Fiduciary Rule Work For Your Marketing
The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…
HiddenLevers and FMG Integration Equals More Lead Opportunities
Over the last few months, we've announced several new integrations for our marketing platform. By allowing the suite to access these innovative and powerful tools, we give advisors the opportunity to supercharge their marketing. One of our new partners is HiddenLevers, the premier portfolio stress…
5 Technologies to Simplify Your Marketing
The average small business owner spends 20 hours per week on their marketing. For most financial advisors and insurance agents, this isn’t possible, as they are busy enough building their business and maintaining strong relationships with current clients. Thanks to technology, you can simplify…
Four Tech Tools Every Financial Advisor Should Be Using in 2015
There are so many awesome technologies available to financial advisors today that it can be hard to sort through the all of the options. However, when it comes to technologies for advisory practices, less is more. Using too many systems can be expensive and create frustrating redundancies. Here’s…
What’s the Trick to Being Tech Savvy?
What's the trick to getting new technologies? Craig is by no means old, but he sure does embrace technology, which can be rare within his demographic. Here's the trick to learning and embracing new technologies, no matter your age! Craig How are You so Good at Learning New Technology We love…
