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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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

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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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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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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