Skience Adds Exec and Snappy Kraken Raises $6M
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
Meghan McCartan Takes Top Marketing Role at Hightower The new head of marketing has taken over the responsibilities of former boss Abby Salameh, with plans to bring the growing marketing and advisor engagement teams closer together.
Meghan McCartan has stepped into her new role at Hightower as managing director and head of marketing, reporting to Chief Growth Officer Scott Holsopple. McCartan said she has plans to continue to focus the marketing department on advisor growth, which currently accounts for about 75% of her team’s efforts, and collaborate more with Hightower’s advisor engagement team, which helps advisors leverage the tools and resources the firm offers.
Riskalyze Fintech Report Card: December 2020 Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
SEC Delivers a Christmas Gift to Advisor Marketing
Why It Matters: The antiquated rules to stop penny-stock pushers in their tracks had kept advisors from sharing real-life stories about how they’ve helped clients live and invest fearlessly. When I’m choosing a service provider, I care 100 times more what other people say about them than what they say about themselves. This is a fantastic move by the SEC that benefits service-oriented advisors. It’s also going to be a big inflection point for many of the advisor marketing solutions out there like Snappy Kraken and FMG Suite.
For advisers who want to serve more clients without sacrificing their client experience, automation is critical
December 28, 2020 4 MINS
There’s a major Catch-22 when it comes to advisory firm growth. Growing advisory businesses usually provide a world-class client experience. If you can create an awesome experience for your clients, it’s not only easier to win business, but the business you win tends to grow and even multiply through referrals. But growth also means serving more clients. And with every new client, the job of creating that world-class experience becomes harder.
For advisers who want to break that cycle and serve more clients without sacrificing their client experience, automation is critical. In this article, I’ll share how you can use automation to not only accommodate growth, but actually improve the experience delivered to your expanding client base.
vimarsana © 2020. All Rights Reserved.