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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A Vestorly Case Study with The Philadelphia Group

December 20, 2016
Vestorly

The Philadelphia Group is a Philadelphia-based planning and advisory firm aligned with LPL Financial with over 30 licensed and accredited advisors. Vestorly is part of LPL’s Vendor Affinity Program, allowing the firm access to the platform. We spoke with Zachary Mineur, the firm’s wealth strategist, about his experience using Vestorly.   The Challenge: Digital Presence…

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Webinar Recap: How to Generate Interest and Intrigue through Social Media Programming

December 16, 2016
Vestorly

Vestorly recently answered the question: how can financial professionals generate intrigue and interest on social media? Read the webinar recap below for the insight.       Intriguing Your Audience Your end goal as a financial professional using social media is likely not more follows and retweets for brand awareness, but is new measurable business. The…

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The Modern and Natural Browsing Experience People Expect

December 9, 2016
Vestorly

Vestorly users have noticed recent improvements to their workflows with an improved content engine and enhanced distribution tools. Now these ease-of-use upgrades extend to your digital audience.     When readers access your library of content, they are now presented with a layout similar to newspapers, better matching the digital experiences they expect. The layout,…

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