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Ways to Leverage AI in Financial Services Marketing

Wealth Management

AI-enabled technologies have not taken over but they are starting to move into client-facing, front-of-the-house roles.

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Style guidelines for financial services firms

Investment Writing

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? However, style guides often don’t cover challenges specific to financial services firms.

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The First Totally Honest Stock Market Story

The Big Picture

The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. The market rallied early this morning for reasons nobody understands and nobody predicted. Advances led declines by 4 to 1, the bond market was incomprehensibly boring, the Mets beat the Phillies 6 to 2, and Kate Winslet’s measurements remained 35-29-38.

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11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)

Nerd's Eye View

Financially motivated prospects, meanwhile, benefit from clarity and specificity. Firms can spotlight the concrete financial services they provide – such as tax strategies, retirement planning, or investment management – in clear, client-friendly language.

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How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Drawing from years of experience across industries ranging from healthcare to media and financial services, our esteemed speaker will walk you through proven methods that finance professionals can adopt to build resilience in cash flow management.

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

Indigo Marketing Agency

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

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Tuesday: Case-Shiller House Prices, Fed Chair Powell Testimony

Calculated Risk

Mortgage rates are primarily a function of trading levels in the bond market and bonds have had a few reasons to move at the start of the new week. involvement in the conflict between Israel and Iran contributed to bond market strength and, thus, lower mortgage rates today. [ House Financial Services Committee

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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services.