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Summary: For Byron Ellis, hurricanes are old hat. The managing director in United Capital’s The Woodlands office, about half an hour outside Houston, told ThinkAdvisor that Harvey is the fourth or fifth hurricane or tropical storm he’s endured, but it doesn’t matter how a storm is rated. “Both can be equally as bad, whether it’s rain, or electricity is out, trees getting blown down,” he said.
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Summary: Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial-advice industry shy away from making similar categorical offerings to our clients? The future of retail, technology and marketing is personalized—and your firm's service offering should be too.
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Summary:The market has been booming, so clients can’t complain. But how come advisors are feeling flat and frustrated? Negative thoughts plague them — indeed paralyze many — preventing them from even trying to invigorate their businesses.
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Summary: It’s imperative to build a site that connects with your ideal prospects in an engaging way. Your prospects are looking for a first impression that stands out in the financial services digital marketplace. Your site should not only engage prospects, but also establish your expertise through thought leadership and compelling content.
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Summary: There is no such thing as a truly “automated”, hands-off approach to internet marketing. Rather, marketing automation software is designed to semi-automate many aspects of a marketer’s day-to-day tasks and free up more time for an organization. For some businesses, marketing automation enables faster, easier email personalization, timely information dissemination, and lead nurturing. For other businesses, automation software is essential for processing, fulfilling, and tracking orders accurately and efficiently.
