In recent years, a growing number of independent advisors have been using video as a marketing tool. Financial Advisor Magazine's Ben Mattlin spoke to industry experts, including our Executive Vice President, Digital Pat Allen, about the various ways advisors use video. Allen explained that there are three basic types of videos that advisors are producing. (02/06/2024) Click here to [...]
In any environment but especially in today’s predominantly digital environment, one of the challenges when making an investment in public relations is the ability to quantify ROI. Unlike digital advertising where you can measure impressions and clicks, it is harder to measure the impact of earned media. So how can you calculate the value of public relations? In their [...]
Financial advisors’ usage of Twitter has fallen to a level not seen since 2014 and less than half that in 2021. Just 23% of advisors now say they use Twitter, according to the latest Putnam Investments’ latest research. Putnam Social Media Director Jayme Lacour confirmed this includes active (tweeting) and passive (no posting, just reading) use. As you can [...]
To me, there’s little better than submitting to a plane ride with a collection of whitepaper PDFs that I’ve been meaning to read. Ah, the sheer bliss. The stack always tends to include some I wish I hadn’t wasted the toner ink to print while others will help carry me away. Here’s my report on some of the highlights [...]
Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop [...]
A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men [...]
