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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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: Using Vestorly Data to Enhance and Refine Communication

November 8, 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 answering, “How do I best improve my marketing with data from my Vestorly account?” This article originally appeared July 2015 and has been updated to reflect Vestorly changes.   The Data Page on your Vestorly Dashboard…

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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: What Is the Smartest Way to Customize My Vestorly Library?

August 21, 2015
Vestorly

In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices.   You can customize the Vestorly reading experience for your audience to white-label it as an extension of your firm. When done right, your readers will see seamless branded transitions from email, to website, to social…

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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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