Developing a Marketing Plan for a Wealth Manager

06

Mar

Developing a Marketing Plan for a Wealth Manager

In spite of the coronavirus pandemic, the United States economy is surprisingly strong. The stock market is at record highs and real estate is on fire. The upper-middle class is one group that is thriving under the current financial climate. The share of American adults in the upper-middle-class increased from 14 to 20 percent. Also, the number […]

How to market yourself as a wealth manager

05

Mar

7 Tips to Learn How to Market Yourself as a Wealth Manager Online

Did you know that 70% of a buyer’s journey is complete before they even reach out to sales? Digital marketing has transformed the way we do business in the past two decades. Twenty years ago, social media didn’t even exist. The first major smartphone (the iPhone) didn’t come onto the market until 2007. Now, we’re online for[…]

Digital Marketing that Works for Wealth Managers

04

Mar

What Type of Marketing Works for Wealth Managers?

Wealth management is one of the biggest industries in the world. People want to invest their money to increase their returns. But activity has decreased because of the COVID-19 pandemic. Even though the wealth management industry is expected to rebound in 2021, wealth managers need to work now to secure their current clients and attract new ones.[…]