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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech. “We

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Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically

Steve Sanduski

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. But “engineering” is also a nod to the unique niche that Keen Wealth has carved out among local engineering, architecture, and construction companies, leading to consistent organic growth. Do you have an estate plan?

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Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business

Indigo Marketing Agency

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

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Top Tactics for Financial Adviser Marketing Agency Success

Midstream Marketing

Tailoring marketing approaches to attract ideal clients Using a one-size-fits-all approach for your communication strategies wont work. Think about things like age, job, goals, pain points, and how they prefer to communicate to attract prospective clients. Start by really understanding your target audience.

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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

Implementing Search Engine Optimization (SEO) for Higher Web Visibility By using search engine optimization (SEO) strategies, financial advisors can become more visible online as the best financial advisor. This involves adding important keywords to their financial advisor website content.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Personalizing RIA Content for Clients In financial services, personalization is very important to draw in high-net-worth clients. These clients usually have their own financial goals and unique investment needs. They like communication that is tailored just for them. This will help you get more visibility on search engines.