This episode on FinMar Today addresses the topic of Keyword Search for RIAs. By looking at a strategy that focuses on localization and personalization, I believe independent wealth management brands can compete.
This episode of FinMar Today addresses the topic of first click vs last click attribution to our marketing dollars. In this episode, I talk about the danger of trying to attribute every individual marketing activity to associated new assets. This type of thinking causes us to have fragmented marketing campaigns with a lot of starts
This video introduces the FinMar Today Vlog where I will be covering a range of financial marketing topics. Send me a note on topics that you would like to see me cover. Here is the TechCruch Link that I reference in this piece: http://ow.ly/JDnn309MOWA