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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What You Need to Know about Attribution Models

August 12, 2018
Vestorly

You’ve likely heard of attribution as it relates to investing, but it may be a new term as it relates to marketing. Dozens of attribution model methods exist to apply to your marketing efforts. Here is a brief overview of them.

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How to Measure ROI: An Overview

August 3, 2018
Vestorly

Do you ever wonder: how can I tell if my marketing is working? Developing an effective strategy to measure ROI seems dreary but is worthwhile. To get to the bottom of your results and dissect the success or failures of all your omni-channel marketing, keep it simple.

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Authentic Content and Client Engagement

July 17, 2018
Vestorly

Authentic content provides users with original information for an engaging, valuable session. Sometimes, finding authentic content seems impossible in today’s oversaturated digital space. Browse through a few websites and you’ll get a case of deja vu: didn’t I just read this? Does everyone really have the exact same news and commentary? Who is actually writing this?

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Technology Trends Are Key to Your Business: Here’s Why

July 2, 2018
Vestorly

Staying up-to-date with technology trends is challenging but crucial to any modern business. In 2016, Delta Air Lines learned what can happen to companies using legacy systems. Delta’s power outage cost them more than $150 million. It was caused by a computer network shutdown that required it to ground almost its whole fleet for six hours. Most major airlines have since suffered similar outages, all caused by old technology.

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Is Redundant Content Hurting Your Brand Perception?

May 8, 2018
Vestorly

Are you worried about sending redundant content to your contacts? If you’re using one of the many automated content marketing tools popping up for businesses, then you’re likely posting the same “stuff” on social media and emailing the same stories to your relationships as others.

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Holiday Marketing Plan: Maintaining Client Communication during the Holidays

December 29, 2017
Vestorly

Winter is here but don’t let that stop you! Read our holiday marketing plan to stay connected with your clients while you’re on vacation.

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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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