5 Ways This Real Estate Agent Uses Vestorly to Support His Business

October 10, 2017
Vestorly

Newmark Knight Frank is a leading commercial real estate advisory firm. Alex Leopold, an associate in New York City, spoke with us about using Vestorly to grow his business at Newmark. Though Alex hadn’t invested in email marketing previously, he knew it was an important channel to explore. He chose Vestorly over other options to…

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3 Ways Any Busy Professional Can Be a Smart Content Marketer

September 27, 2017
Vestorly

If you’re going to do something, do it right!  Business owners and service professionals have embraced content marketing as an effective form of digital communication and relationship-building, but many have seen less than stellar results. 67% of content marketers in financial services, for example, are producing more content than they did a year ago, but…

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How to Send the Most Relevant Email Newsletter in Response to Equifax

September 25, 2017
Vestorly

After this month’s Equifax data breach, 143 million Americans had good reason to worry about their financial security. A crisis in the news is a crucial time to communicate with contacts. It’s when they have the most questions and you, as a trusted professional, should be the one to provide them with answers and guidance. It’s…

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5 Reasons Not to Worry about SEO/SEM

August 2, 2017
Vestorly

If you’re unfamiliar with SEO and SEM or confused about what exactly they do for you, start with a few definitions: Search Engine Optimization (SEO): establishes your relevance and value to search engines. Strong SEO means you’re ranked near the top of a Google search. It’s affected by elements on your site like content, HTML, and…

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Summer Marketing Plan: How to Maintain Client Communication Even while You’re on Vacation

June 29, 2017
Vestorly

Relationship-building can’t afford a summer vacation for a personal business like financial services. Even if you’re ready for a few weeks out in the sun, you need a summer marketing plan in place. Your clients need to know you’re always working for them and are well attuned to the markets and their investments, and your prospective…

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Vestorly to Demo at Singularity University’s Exponential Finance

June 5, 2017
Vestorly

Vestorly has been selected to present at Singularity University’s Exponential Finance. Vestorly’s A.I. driven platform finds the content specific audiences want to read, automatically designs and sends email newsletters to deliver it, and reports back detailed profiles of every reader. In addition to its artificially intelligent email engagement tool, Vestorly will also be demonstrating Vestorly…

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An Interview with Vestorly on Bloomberg Radio

April 12, 2017
Vestorly

  At 2016’s Pershing INSITE Conference, Vestorly co-founder Justin Wisz spoke with Bloomberg Radio. Listen below to learn more about the history and mission behind Vestorly, and how advisors are using the technology to strategically grow their businesses.       Interested in learning more about Vestorly? Request more information here.  

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Introducing Your Intelligent Content Marketing Plan

March 1, 2017
Vestorly

  Understanding Your Intelligent Content Marketing Plan If you ask most people to describe their approach to understanding and executing a large project or business initiative, you’re likely to hear a thousand variations on a single theme. Before things get too messy, make sure that you have a plan. We agree! And yet, when it comes…

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Webinar Recap: The Best Way to Attract HNW Individuals with Web Content

February 2, 2017
Vestorly

Neil St. Clair, Vestorly’s Chief Growth Officer, recently told financial professionals how to answer the question: how can I use my website to attract HNW clients and prospects? Watch the webinar recording here, or read below for his insight.     The High Net Worth Profile The profile and broad characteristics of high net worth…

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Webinar Recap: The Content Financial Professionals Must Share in Their Newsletters

January 11, 2017
Vestorly

Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: what should financial professionals put in email newsletters? Watch the webinar recording here, or read below for his insight.       Using Email to Achieve Business Goals Before implementing or refining an email newsletter strategy, name the goal you seek to achieve. Determine…

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