The US Securities and Exchange Commission (SEC) recently released two new sources of guidance for the Marketing Rule. On February 26, the SEC Division of Investment Management released an FAQ ...

As a financial advisor, you can use email marketing to connect with clients and prospects directly. It’s a quick and cost-efficient way to share industry updates, market insights, and personalized ...

When meeting with a prospect for the first time, you probably don’t automatically offer your products or services. Instead, you build a foundation by talking with them to learn where they are now and ...

Whether you have a new advisory firm or an established one, you need a marketing plan. Proper marketing can help you attract your ideal clients, establish your brand's credibility and reputation and ...

MIAMI--(BUSINESS WIRE)--Snappy Kraken, the martech innovator serving financial advisors, today announced the introduction of its Nitrogen Lead Generation Campaign live from the trade show floor at ...

There is a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors, according to a recent study by Ficomm Partners. The Great Marketing ...

In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay ahead. The Rainmaker Multiplier On-Demand podcast is one ...

Advisors and other financial professionals are heeding the call of online video, increasing their online postings by nearly threefold over the past four years. Processing Content But these online ...

Marketing tech provider Snappy Kraken has launched a new tool designed to help financial advisors streamline their marketing efforts. On Monday, the marketing technology firm introduced its new ...

Advisors ignore the vast majority of marketing communications they get daily, especially those from firms they aren't already working with, according to findings from a recent Practical Perspectives ...

How do you compare with your peers? What can you learn from more (or less) experienced advisors? In the 2023 Voice of the Advisor study, we surveyed 650 advisors evenly distributed across firm types, ...

“I have all the clients I need, so I don’t need to do marketing.” For independent advisors, I believe this is a very self-destructive statement. And, something I hear a lot. A financial advisory ...