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Selecting the Best Images for Your Social Posts

Social media involves interacting with clients, potential prospects and other financial advisors. This means that it's essential to do everything possible to increase engagement and get your name out there. After all, the whole point of being on social media is to grow your audience, which is where…

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Financial Advisor Website Showcase: Navis Wealth Advisors

For today's Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. We asked Letizia handpicked questions about the firm, its strategies and it's processes. It was great to talk with Letizia and hope you enjoy her answers as much as we did. Modernize Your Website…

How to optimize videos for Facebook

5 Ways Financial Advisors Can Optimize Their Videos for Facebook

Even though a new social platform seems to launch every day, Facebook still reigns supreme in audience size. And when it comes to the most effective way to communicate on Facebook, video is still your best option. Video is an engaging, dynamic medium that enables you to sell the emotional aspects…

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5 Social Media Trends that Will be Important in 2022

One of the biggest challenges with social media marketing–the rules are constantly changing. Attitudes and preferences can change without a moment’s notice. For advisors who want to utilize this powerful tool, staying current with social trends is essential. Here are five trends social-media…

Financial Planning for Millenials: How to Connect With a Younger Generation

Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…

Instagram and Financial Advisors: What You Need to Know

Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? This is a question our marketing specialists get all the time. Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and…

How to Generate Leads with Content Marketing

How to Generate Leads for Financial Advisors Lead generation for financial advisors used to be a tedious endeavor that consumed a lot of valuable time. But with the advent of digital marketing, you can harness powerful tools that are more efficient and more effective for growing your business. From…

LinkedIn Marketing for Financial Advisors

Harnessing the Power of LinkedIn for Financial Advisors According to a 2019 Putnam Investments survey, around 80 percent of advisors find new clients using social media sites, and, on average, those new client pickups added nearly $4.9 million in assets. Social media continues to grow as one of…

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Financial Advisor Marketing Videos: The Ultimate Guide

The Power of Financial Advisor Video Marketing Nearly 65% of people are visual learners, making visually appealing content crucial for service professionals. Financial advisor marketing videos connect with your clients and prospects in an engaging way that is unmatched in digital marketing. In…

Top 5 Digital Marketing Tools for Financial Advisors

From market demographics to digital technology, how prospects and clients engage with your brand has changed — and their expectations are clear. People want to work with financial advisors who are in tune with today's technology. They want to work with a professional who meets them at their level.…