Slata Blog
How To Use Events To Grow Your Financial Services Business
5 Tips To Improve Your Financial Event With Social Media
Your Client Doesn’t Want you on Facebook
A Survey conducted by Putman Investments found that the majority of financial advisors are gaining new clients through social media and they are active on at least 5 social networks. This helped them report an increase in AUM through digital channels. But HNW clients are not so sure However, according to Temenos, almost two thirds…
Read MoreWHY ARE YOU SCARED OF NARROWING YOUR TARGET?
I have heard it once and again: “We can serve target market A, B, or C. And we can provide all of the services they require.” Deeply narrowing a target market and servicing is something every single entrepreneur – and sales executives or financial advisors – have been at one point or another at least…
Read MoreThe marketing traits of highly successful financial services firms
For boutique financial services, stand-alone marketing is counterproductive By Alejandra Slatapolsky Slata Financial Marketing Financial institutions have been selling to customers the same way they did half a century ago. This is especially true of boutique asset managers, family offices and wealth management firms that target ultra high-net-worth clientele. However, it’s no news that consumers,…
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