Using Vestorly during Market Volatility: How Users Communicated after the Brexit Vote
After the major news out of Britain last Friday, many service professionals logged into Vestorly to use the technology to communicate clearly and quickly with their clients. We saw a huge amount of reader activity beginning Friday and continuing through the weekend.
The 4 Types of Content for Financial Websites to Convert Visitors [Webinar Replay]
Last week, we teamed up with Twenty Over Ten to present the 4 most important types of content for financial websites. Watch the replay here to see what you missed. You'll learn: How the right articles on your website can educate and engage
Brexit Is On: Now’s the Time to Communicate with Clients and Prospects
Historic and unexpected world news means people have big questions - "What does the Brexit mean for me?" Every question from a client or prospective client is an opportunity to increase business as long as you’re there with a trusted answer. Communicating
Vestorly’s Mobile-Optimized Viewing Experience
When you’re working on emails to your relationships, updates to your website or your social media schedule, you’re likely working on a desktop computer. Chances are though that your readers will be viewing the results on a mobile device
Best Practices: How Can I Use Vestorly to Meet Prospective Clients?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Users who have built libraries, imported contact emails, and sent many Email and Social Roundups are ready to act on their results
Your Firm’s Future Is with Your Clients’ Beneficiaries
Are you ready for the great wealth transfer? As $30 trillion transfers from baby boomers to the next generations over the coming decades, many advisory firms fear seeing their managed assets slip from their grasp as clients' beneficiaries take their money
The 4 Types of Website Content You Need
What’s a tailored and branded website without the content to match? Most visitors to your site aren’t ready to begin a relationship, but good website content engages them and lets them learn about you in a low-pressure way. Plus, when they sign up
Authenticity and Client Engagement
Browse through a few financial advisor websites at random and you’ll get a case of deja vu: didn’t I just read this? Does everyone really have the exact same market commentary? Who is actually writing this? So many financial services websites
Best Practices: How Should I Find and Add Content to a Vestorly Library?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Finding shareable content is simple with the Find page, which aggregates content from across the web for you, sorts it based on
The 3 Core Values behind Our Company
It’s safe to say your business goals include staying top-of-mind with your clients and generating new prospects at your own pace. It’s also safe to say you’d like to achieve this without incurring additional overhead in the form of time