Practice Management

Marketing

What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.

Highlights

FMG Suite Acquires Competitor Twenty Over Ten

Dec 01, 2020

The acquisition is part of FMG’s plan to become an end-to-end digital-marketing platform for financial advisors.

Finny Holds Lead-Gen Potential

Nov 30, 2020

The new Reddit-like financial education forum is advisor-friendly and, for the right ones, has lead-gen potential.

Instagram Advisors Could Soon See In-App FAQs

Nov 24, 2020

Advisors with a digital marketing strategy should be aware of the Instagram updates.

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