A recent industry whitepaper (“Rebuild Your Marketing Muscle,” Orion Advisor Tech) found that majority of AUM growth for financial firms and their advisors alike is primarily driven either by mergers ...

While many agencies have been built around rugged individualism, it's hard to be a lone wolf and find that same success today. Get the attention of your prospects by creating a presence that draws ...

There are so many theories about how to fill a sales pipeline. Everyone has an opinion. There are many definitive ideas about what works and what doesn’t, and when you see opinions this strong it’s ...

Osaic makes available FINNY’s prospecting technology to its network of over 10,000 financial professionals to streamline prospect outreach, enhance productivity and scale organic growth FINNY Inc.

For most advisers, many of the most popular marketing strategies are a big waste of time. The fact is, be it a pure RIA, a hybrid or an IBD rep, most firms consist of an adviser and one or two support ...

Led by Venrock, round follows FINNY’s $4.3 million seed raise in 2024 and will fuel the platform’s meteoric growth since launch “FINNY brings together deep technical, product and machine-learning ...

To profitably grow a business, you need to invest the right amount in prospecting. But what is that right amount? It varies by company based on several factors including sales goals, profitability ...

Tower has 12 branches and over 184,000 members. Automating its email marketing processes has helped Tower Federal Credit Union improve targeting to reach prospects for new loans. With more than $3 ...

Brands are increasingly putting consumers at the heart of their campaigns to great effect. Just look at the success of the “Share a Coke” campaign – where logos on coke bottles were replaced with ...

Back in January, deep into the throws of winter, I wrote about the duality of marketing and prospecting, emphasizing the benefits to advisors who embrace both activities in their pursuit of client ...