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Featured Articles

A Text To Show You Care

If you’re like most advisors, your phone might not ring as much as it once did, but your email inbox is likely filling up. According to McKinsey Global Institute, the typical professional receives an average of 120 emails per day and spends nearly a third of their workday writing or responding to messages.

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Featured Articles

A Sample Weekly Marketing Schedule For Advisors

It can be daunting to come up with a daily schedule for your marketing when you’ve got so many channels available. You’ve likely asked yourself: How do I come up with a daily task list that serves my broader goals? When should I post on social media? How often should I engage? Am I blogging enough?

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Top 5 Marketing Trends In 2023

Trends in marketing are always evolving, and there’s been no exception to that in 2023. From the effects of the Securities and Exchange Commission’s marketing rule to advancements in AI, there are new ways for advisors to think about their marketing and find opportunities in it.

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Should Advisors Jump On The Threads Bandwagon?

Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It’s a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.

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Top 5 Tips For Sharing News Articles On Social Media

There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.

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