An Engaging Presence in 15 Minutes: A Vestorly Case Study with Fish and Associates
Fish and Associates provides comprehensive wealth management services to clients with a dynamic planning process. Named one of the Top Financial Planners in the country from 2008-2011, Kathy Fish and her firm were an early adopter of Vestorly through its
Bigger Business, Stronger Relationships: A Vestorly Case Study with Dightman Capital
Dightman Capital Group manages adaptive investment strategies for individual investors as part of a comprehensive planning environment. With Brian Dightman at its helm, the firm delivers adaptive investment and planning solutions for challenging conditions. -- Metrics without Meaning The firm’s prior online communication
A Vestorly Case Study with American Capital Planning: “The Best Thing I’ve Done in Electronic Marketing”
American Capital Planning is an independent wealth management firm led by Bonnie Sewell, specialized in resolving financial aspects of divorce more quickly and less expensively. The firm came to Vestorly to solve its need for more effective communication. -- Poor Content and Inefficient
Best Practices: How Can I Maximize My Social Media Impact with Vestorly?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. To nearly every financial advisor, we have the same response. First, actively get fresh content on your social media pages. Second, handle
When Markets Are Volatile, Communicate Quickly and Effectively with Vestorly
A volatile market means people have questions. “The markets are down! Is my portfolio safe?” “I saw Apple is up! Why am I not a shareholder?” Every question from a client or prospective client is an opportunity to increase business
Best Practices: Supercharge Your Digital Relationships with Data and Personalized Content
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Today we're answering, "How do I best use Vestorly reporting to my advantage?" The Reporting Page on your Vestorly Dashboard provides unique
Best Practices: When and How Often Should I Send an Email Roundup?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. It’s important to optimize your email send time, since it has a large impact on the amount of opens, reads, and
Best Practices: How Often Should I Share Content?
In this series, we’ll highlight the common queries we receive from Vestorly users and our recommendations for best practices. Think of your Vestorly library as a representation of you and your firm. It should reflect your best qualities: current, well-informed,
Digital Communications with a Seasoned Generation
“I don’t think this kind of digital communication is a great fit for my clients…” This conjecture is common among financial professionals, which is why we learned to read between the lines - “my clients are old!” But if you believe
Next Generation Content Marketing: No New Website Required
Tradition would have you believe that you can’t begin digital content marketing until you have a nice website in place. Otherwise, where would you direct strangers searching for an advisor on Google? Where would you host additional information about your