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

December 16, 2016
Vestorly

Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: how can financial professionals generate intrigue and interest on social media? Watch the webinar recording here, or read below for his insight.         Intriguing Your Audience Your end goal as a financial professional using social media is likely not more follows…

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Webinar Recap: How to Evaluate ROI for Financial Professionals

December 2, 2016
Vestorly

Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: how can I tell if my marketing is working? Read below for his insight in the webinar recap.     “Half my marketing is wasted. I just don’t know which half.” – John Wanamaker If you’ve felt like this before, you’re not alone. It’s a…

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Marketing is out. Personalized communication is in.

September 13, 2016
Jon Dayton

Jonathan Dayton is a Senior Engineer at Vestorly, where he has won industry recognition for contributions to forward-thinking financial industry technology. He presented a version of this article at Pershing’s INSITE 2016 conference.   — Changes in client communication are driven by necessity. For thousands of years, communication between buyers and sellers occurred almost exclusively…

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3 Ways Any Professional Can Be a Smart Content Marketer

August 30, 2016
Vestorly

If you’re going to do something, do it right! Business owners 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 are producing more content than they did a year ago, but 66% say they’re still challenged…

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If You’re in the Relationships Business, You’re in the Communication Business

August 18, 2016
Vestorly

A survey last year by Hartford Funds should serve as a wake up call to any professional in the financial advisory world. If you’d say the most important benchmark to investors in evaluating their advisor relationship is investment performance, you’d be wrong:  That’s hard-to-navigate territory. When financial performance is the ultimate benchmark, success is easy…

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What’s at Stake When Firms Rely on Old Technology

August 12, 2016
Vestorly

Delta Air Lines learned the hard way what can happen when you rely on outdated technology and legacy systems.     While taking responsibility, Delta’s CEO acknowledged that, despite the $150 million investment in technology this year alone, “It’s not clear the priorities in our investment have been in the right place.” His comments reflect…

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Sharing the Same Content as Your Competitors, Eh?

July 26, 2016
Vestorly

  Too many professionals fall victim to this trap. If you’re using one of the many automated content marketing tools popping up for financial services, then you’re likely posting the same “stuff” on social media and emailing the same stories to your relationships as other financial advisors. We understand. It was a quick, easy and likely low-cost…

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