Insights Marketing

Creating content can seem daunting, even for industry experts like yourself. But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen …

Are you looking to learn about effective consumer marketing in the financial industry? Today, we look behind the scenes with Ana Trujillo Limón, Director, Coaching and Advisor Content, and Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and the innovative …

Elevate your financial advisory practice with strategic marketing – it’s not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with …

Storytelling is the all powerful tool for communication, persuasion, and inspiration. It is a tried and true way of expressing our authentic selves and connecting with others on a deeper level. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Jimmy Yeary, Presenter, …

It’s easy to be equal parts dazzled and overwhelmed by the fast-evolving world of marketing and the many ways to get the word out about your financial advisory business. Videos, podcasts, social media and webinars are all on the radar of financial advisors who appreciate the power of marketing to grow their business. In reality, …

Email marketing for financial advisors is a powerful way to engage with clients and prospects. By leveraging the benefits of email marketing, financial advisors can stay top of mind, provide valuable content and foster trust – ultimately driving business growth. However, a successful strategy entails more than just writing down your thoughts and hitting “send.” …

Lead generation for financial advisors is a critical component of a successful growth strategy, but it requires a thoughtful approach if you want to avoid wasted effort and connect with qualified prospects. A good lead generation strategy will leverage digital advertising, event networking, connecting with centers of influence and other mediums, but how can you …

Financial advisors create awareness about their business and strengthen their reputation through brand building, where your goal is to inform potential clients that you can provide financial advice and that the services you provide are valuable. But the next step to brand building is turning that awareness into an audience you can actually contact and …

 Financial advisors spend an average of 3% of their revenue on marketing. Yet 56% of advisors say they receive no clients from their marketing efforts, according to the latest Cerulli Report. It’s time we fixed that. There isn’t one financial advisor marketing solution that is going to work for everyone. Creating a marketing plan …

Creating a successful marketing plan for your firm requires a significant investment of both time and money. But if you’re making that big of an investment in your marketing, how can you be sure you’re getting a good return? Marketing analytics can be an effective way to measure the success of your campaigns, but the …

“It’s amazing how creative and strategic you can be when you don’t have to worry about a lot of the minutiae of running a practice.” While working as an advisor at a national broker-dealer, Neal McGrath, founder, Managing Partner and Senior Wealth Advisor at Aptus Wealth Planning, found that he couldn’t be nimble enough to …