58% of financial professionals said their biggest marketing challenge is creating or sourcing content that is relevant to their clients, according to a survey we conducted earlier this year. To solve for this problem, advisors need a solution that assesses the performance of marketing content, how different marketing channels (i.e. Facebook, LinkedIn, etc.) stack up…
In this case study, you’ll learn how Bridgers Schill incorporated eMoney into their workflows and enabled the firm’s advisors to gain significant efficiencies.
Deciding to purchase new technology for your business is the first step toward creating a better experience for both you and your clients.
By integrating eMoney into their practice, Beyond Your Hammock transformed financial planning from a numbers-oriented process to a more collaborative experience .
Silicon Hill Wealth uses eMoney as the backbone of their offering and adapted the way they service clients to elevate the planning experience.
If you’ve attended any industry conferences over the past few years, you’ve heard a number of speakers tell you why you need to embrace social media. And quite frankly, doing so makes a lot of sense. Many of your potential clients have social media profiles, making social media great place to connect and engage with prospects.
For advisors, using and following hashtags can be a great way to track industry trends, engage with clients and prospects, and join in on conversations to offer expertise. But it doesn’t end there – there are countless ways hashtags can increase the visibility of your firm or business.
To help you ensure your social media presence is secure and compliant, we’ve assembled a quick list of security tips that every financial professional should keep in mind when managing their social media profiles.