Summer Marketing Plan: How to Maintain Client Communication Even while You’re on Vacation
Relationship-building can’t afford a summer vacation for a personal business like financial services. Even if you’re ready for a few weeks out in the sun, you need a summer marketing plan in place. Your clients need to know you’re always working
Vestorly to Demo at Singularity University’s Exponential Finance
Vestorly has been selected to present at Singularity University’s Exponential Finance. Vestorly’s A.I. driven platform finds the content specific audiences want to read, automatically designs and sends email newsletters to deliver it, and reports back detailed profiles of every reader.
Webinar Recap: The Best Way to Attract HNW Individuals with Web Content
Neil St. Clair, Vestorly’s Chief Growth Officer, recently told financial professionals how to answer the question: how can I use my website to attract HNW clients and prospects? Watch the webinar recording here, or read below for his insight. The High
Webinar Recap: The Content Financial Professionals Must Share in Their Newsletters
Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: what should financial professionals put in email newsletters? Watch the webinar recording here, or read below for his insight. Using Email to Achieve Business Goals Before implementing or refining an email
Developing Digital Presence: A Vestorly Case Study with The Philadelphia Group
Zachary Mineur, the firm’s wealth strategist, explains how Vestorly helped him improve engagement while maximizing time spent on digital communications.
Webinar Recap: How to Generate Interest and Intrigue through Social Media Programming
Vestorly recently answered the question: how can financial professionals generate intrigue and interest on social media? Read the webinar recap below for the insight. Intriguing Your Audience Your end goal as a financial professional using social media is likely not more follows and
The Modern and Natural Browsing Experience People Expect
Vestorly users have noticed recent improvements to their workflows with an improved content engine and enhanced distribution tools. Now these ease-of-use upgrades extend to your digital audience.
Webinar Recap: How to Evaluate ROI for Financial Professionals
Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: how can I tell if my marketing is working? Read below for his insight in the webinar recap. "Half my marketing is wasted. I just don't know which half." - John
Best Practices: Create a Call to Action on Your Website Using Vestorly
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Today we’re presenting a tactic to increase newsletter signups with a call to action. A call to action (CTA) is a prompt
Best Practices: What Should I Write in My First Vestorly Email?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. New Vestorly users are often new to email communication in general, or are making the switch from another service. Many wonder if