The marketing resource is meant to simplify the brand-building experience and to help financial professionals grow their practices.
The all-in-one marketing platform seeks to help advisers implement powerful marketing strategies, build relationships and grow their business.
Though they spent more on marketing overall this year, financial advisers have questions about the return on marketing spend.
The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.
Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.
They aim to make it easier for advisers to launch and monitor automated marketing campaigns
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding clients on vaccines and reopening their businesses.
The leadership and ownership structure of the firm, which advises on more than $225 billion in client assets across endowments and foundations, retirement plans, private clients and financial institutions, will remain the same.
The new capabilities include artificial intelligence and personalized video content.
Advisers need to balance the many demands on their time that come from running and expanding a practice.
A survey finds cybersecurity is registered investment advisers' (RIAs) highest concern.
While some six in 10 advisers describe themselves as social media experts, only about 15% actually demonstrate social media mastery.
Plan participants will be presented with the Merrill brand.
This year, we introduced a new column, Marketing Mechanics, to highlight novel ways retirement plan advisers are seeking new business.