A closer look at Hubspot’s new Content Hub™
Marketing Wiz | Financial Marketing Agency Blog
by
1w ago
According to Schwab’s most recent RIA benchmarking study, Hubspot is the #1 content marketing platform for RIAs managing more than $1 billion in assets. And with the addition of Content Hub™, Hubspot just increased how much content a single marketing team can generate and manage.  This article covers what’s new and how RIAs can use the platform to support their content initiatives ..read more
Visit website
Sales & Marketing Best Practices: 9 Insights From 30+ Successful RIA Firms
Marketing Wiz | Financial Marketing Agency Blog
by
2M ago
For investment advisory firms, success hinges on a multitude of factors. The landscape is ever-evolving, with new challenges and opportunities at every turn. It's a dynamic arena where firms constantly seek to optimize the formula that nurtures relationships and drives growth ..read more
Visit website
Beyond Investments: The Intersection of Expanded Services, Data-Centric Marketing, and Organic Growth in RIAs
Marketing Wiz | Financial Marketing Agency Blog
by
6M ago
In the evolving landscape of wealth management, Registered Investment Advisors (RIAs) are undergoing a significant transformation, transcending the traditional pillars of investment management and financial planning. This shift, as highlighted in the 2023 Fidelity RIA Benchmark Study, is not merely a change in services offered but a fundamental reimagining of the role of wealth managers.  ..read more
Visit website
Charting the Course to the Emerald City: Embracing a Data-Centric Approach for RIA Firm Growth
Marketing Wiz | Financial Marketing Agency Blog
by
6M ago
Over the last eight years, we have seen first-hand how an RIA’s commitment to data stewardship can strengthen client bonds and spark organic growth. However, the process of becoming a data-centric organization is about more than just collecting the data in a CRM: it requires a cultural shift across the organization, one that recognizes the power of information and encourages accountability from all stakeholders — from firm founders and partners to summer interns. While it’s not an easy shift, we do know that this shift pays dividends, as it empowers an improved client experience and a more in ..read more
Visit website
The Art of CRM and HubSpot Sync for RIAs: Cultivating Growth Through Data Stewardship
Marketing Wiz | Financial Marketing Agency Blog
by
6M ago
In the era of instant gratification, we often forget the beauty that lies in the journey — particularly true when it comes to the delicate dance of syncing data between your CRM and HubSpot. It’s a process reminiscent of Jim Collins’s famous saying, “Don’t let the perfect become the enemy of the good.” As I’ve guided clients through the synchronization waltz, I’ve seen firsthand the allure of perfection and the paralysis it can bring. It's time we shift our mindset from a sprint to a marathon, where the first step is just as celebrated as the last ..read more
Visit website
AI and RIA Marketing
Marketing Wiz | Financial Marketing Agency Blog
by Marketing Wiz
7M ago
AI and RIA Marketing ..read more
Visit website
Enhancing Your RIA’s Digital Reputation with Google Screened
Marketing Wiz | Financial Marketing Agency Blog
by Marketing Wiz
10M ago
As an RIA, reputation is everything. And as people increasingly navigate their financial lives digitally, maintaining a professional online presence is an important component of reputation management. One good way to make sure that your digital profile is complete is with the Google Screened program ..read more
Visit website
Marketing Wiz Client Takes Home Award at FCS Portfolio Awards
Marketing Wiz | Financial Marketing Agency Blog
by
1y ago
Every year, the most creative financial services marketing efforts are recognized by the Financial Communications Society at their annual Portfolio Awards ceremony. For financial services marketing firms, it’s an opportunity to showcase innovative efforts at the highest level, as companies submit projects and campaigns throughout the year to be evaluated by a panel of 40+ industry experts ..read more
Visit website
Gen Zers Want To Retire Early
Marketing Wiz | Financial Marketing Agency Blog
by
1y ago
With the rise of the gig economy and permalancing, younger generations are working more for comparatively less pay than their older counterparts. You would think these conditions would have younger people resigning themselves to working well into their 70s, but surprisingly, a new survey found that Gen Zers have more aggressive retirement timelines (age 59) than any other generation. This article from InvestmentNews discusses changing perceptions around life and retirement from the next generation of RIA clients. [Read The Article ..read more
Visit website
RIAs Are Missing Opportunities to Bring In Younger Investors
Marketing Wiz | Financial Marketing Agency Blog
by
1y ago
Nearly two-thirds of Millennial and Gen Z investors recognize the value of working with an advisor—but according to new research from Fidelity Investments, only one in five advisors has an asset-weighted client age under 60. But even though younger investors are hungry for financial guidance, RIAs haven't made much progress in capturing their business. This article from RIA Intel takes a closer look at why RIAs are missing opportunities to bring in the next generation. [Read The Article ..read more
Visit website

Follow Marketing Wiz | Financial Marketing Agency Blog on FeedSpot

Continue with Google
Continue with Apple
OR