Best Practices: How to Read and Act on Vestorly Data

September 17, 2018
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Today we’re answering, “How should I use the data in my Vestorly account to improve my reader engagement?”  — The Metrics page on your dashboard offers valuable insights for not only your broader audience engagement strategy, but also for your relationships…

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Sharing Content: Four Areas of Focus

September 1, 2018
Vestorly

After analyzing data from Vestorly’s users, we’ve found many insights about the content people want, and the most important one is there are no hard rules. Every audience is different. We’ve identified certain types of content that resonate best on social media. These are the four areas to concentrate on when sharing content…

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Your Data-Based Social Strategy

August 23, 2018
Vestorly

Social media for business is now widely accepted. Professionals are using it to discover and research audiences, build out networks, and spread brand awareness. Your competitors, too, are using it to close new business. But a huge gap remains in what prospective clients want and what most professionals provide. Implementing a data-based social strategy will ensure the success of your digital business.

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Best Practices: Create a Call to Action on Your Website Using Vestorly

November 11, 2016
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Today we’re presenting a tactic to increase newsletter signups with a call to action.   A call to action (CTA) is a prompt to your audience to take an immediate action, like “Call Now.”    …

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Best Practices: What Should I Write in My First Vestorly Email?

November 3, 2016
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices.   New Vestorly users are often new to email communication in general, or are making the switch from another service. Many wonder if they should add a message to their first Vestorly email to introduce their new…

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Best Practices: How Can I Use Vestorly to Meet Prospective Clients?

May 20, 2016
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices.   Users who have built libraries, imported contact emails, and sent many Email and Social Roundups are ready to act on their results to meet prospective clients. When they check their Vestorly Data page, they see…

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Best Practices: How Should I Find and Add Content to a Vestorly Library?

February 8, 2016
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices.   Finding shareable content is simple with the Find page, which aggregates content from across the web for you, sorts it based on your desired settings to more easily view what you want to share, and…

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Best Practices: How Should I Set Up Content Libraries?

November 13, 2015
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices.   A Content Library is a collection of selected articles and videos, which is then embedded on your website, sent as an email, or shared in a social post. To your readers, your library is an…

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Best Practices: How Can I Maximize My Social Media Impact with Vestorly?

July 20, 2015
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices.   To nearly every financial advisor, we have the same response. First, actively get fresh content on your social media pages. Second, handle this activity entirely through Vestorly. Let’s begin with the first. To build a…

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Best Practices: Supercharge Your Digital Relationships with Data and Personalized Content

July 6, 2015
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Today we’re answering, “How do I best use Vestorly reporting to my advantage?”   The Reporting Page on your Vestorly Dashboard provides unique and valuable information for your client service, prospecting approach, and overall audience engagement…

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