Digital marketing

A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.

Be who you are online, but not too much, experts say.

After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.