Tag: Digital Marketing In Finance
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162 – Discovering Models and Indices with the Nasdaq Fund Network
If you can’t find the price of an asset, model, or index, does it really exist? If it’s on the Nasdaq Fund Network you know it does and you know the p…
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146 Your Marketing Must Go Digital With Greg Dinetz
Everything in marketing changed with the pandemic. If you don’t have a digital presence, you will not grow in the future. However, the first place to …
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123 Getting Your Web and Social Presence Right With Robert Knop
What’s the first thing we do today when we’re about to meet with someone for the first time? We Google them. What do your clients find when they Googl…
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115 Building Real Policyholder Relationships with Molly Black
Carriers spend a lot of time talking about building strong policyholder relationships but how many actually have? Molly Black, Chief Product Officer a…
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088 Virtual Planning Goes Permanent with David Wright
Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many …
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087 Turning Your Practice Into a Lamborghini With Derek Notman
Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today…
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Getting Seniors to Know, Like and Trust Us in a Virtual World
Prior to the pandemic, seniors proved to be the highest growing user segment for Facebook. As a result of the pandemic, they now know how to use a var…
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Building a Vision of a Better Future Self in a Very Stressed World
We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to …
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077 Syncing Your Message With Your Market With Marie Swift
We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back u…
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074 Building Your Brand With Social Media with Debra Jasper
Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your pe…