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Becoming a thought leader by launching Vestorly

dynasty financial partners

Dynasty Financial Partners managed communications during the COVID-19 crisis through the use of Vestorly’s intelligent content engine to overcome the restrictions on face-to-face meetings and client events.

The challenge

The COVID-19 pandemic led to a global volatile business environment wherein Dynasty’s network of independent advisory firms needed to respond to their clients’ concerns and provide frequent updates and perspectives regarding their investments.

Dynasty also faced new restrictions on face-to-face meetings and client events that were no longer possible after social distancing and shelter-at-home regulations were enacted. These meetings had allowed Dynasty to share and evaluate pertinent investment, business, and planning information with their clients. Dynasty engaged the Vestorly team in the early days of the COVID-19 pandemic to overcome this challenge.

Dynasty Financial needed an efficient method to share pertinent investment and business information with their clients.

The solution

A curated content discovery hub segmented by content sources.

Dynasty leveraged the Vestorly platform to launch a central location to share information and best practices across their network. Their financial advisors used this to manage their businesses during the early months of the COVID-19 pandemic. Dynasty utilized the Vestorly content discovery portal and created a content hub with three distinct content sections; in-house content, content from the Dynasty advisory network, and third-party content curated from the Vestorly content engine. The content hub updated in real-time with news and information from well-respected media outlets which made it a superior communication channel compared to email.

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The results

A go-to resource of curated content with relevant information.

  • Dynasty’s COVID-19 blog resulted in positive feedback from visitors viewing and visiting their content discovery page on a daily basis. The average user viewed it more than 4X per week.
  • Online news outlets began utilizing the blog as a source of content for their own publications.
  • Dynasty Financial Partners and their network of advisors were positioned as thought leaders for client communication during a critical period in the economy.
  • The extra exposure of the content discovery page created prospecting opportunities, strong relationships with their clients, and reinforced their position as a trusted resource of information.
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