Content Marketing

If you're like most advisory firms, you've spent the year writing commentary, recording videos, posting on LinkedIn and sending email updates. The next step is understanding what kind of impact that work had.

If you wouldn't show up to a client meeting in a hoodie and sweats, why let your digital presence look that way? 96% of prospects Google you before reaching out, even if they were referred.

Google Ads can absolutely work for lead generation in wealth management, but they're not a plug-and-play solution. Most ad campaigns fail not because of the ads themselves, but because of what's missing from the beginning.

It's tempting to think SEO is yesterday's news—after all, aren't people asking ChatGPT for answers now instead of Googling? But discovery is still happening online, and the way your firm shows up matters more than ever.

At Wealth Matters Consulting, we often encourage advisors to launch podcasts. In this edition of The 3 Minute Marketer, we share our own experience launching The Wealth Horizon podcast.

Low engagement with your content might be telling you more than you think—your marketing metrics may look strong, but if your audience isn't truly engaging, then what is missing?

Each year, Charles Schwab's RIA Benchmarking Study examines the strategies behind the industry's fastest-growing firms. The 2024 report, based on data from 1,300+ independent firms, highlights what's working.

Marketing is evolving faster than ever, and what worked even a few years ago might not cut it today. Let's uncover the top trends you need to embrace—and those you should leave behind—to stay ahead in the marketing game.

With over ten years of experience in the industry, we've seen that hosting small, personalized events for clients and prospects is highly effective. These intimate gatherings allow for real, human connections.

Understanding what's working and what could use some adjustments is crucial for sustainable growth. Here's a closer look at the metrics that can guide you.

Why isn't anyone engaging with your content? It often comes down to this: the topics simply aren't connecting with your audience. Focus on what your clients genuinely care about.

When it comes to improving your search ranking on Google, a cohesive, consistent strategy makes all the difference. Let's break down some core principles that make an impact.

If you're looking for a marketing approach that generates real results, intimate learning events should be a part of your strategy. Few have the impact that personal in-person events do.

Businesses have multiple options to get their message out—blogs, videos, white papers—but podcasts are the most effective. Here are four reasons why.

Creating content is one of the most effective ways for wealth advisors to engage and connect with clients. But producing content for content's sake may not resonate with your audience.

The summit emphasized a move from purely financial advice to a focus on family dynamics and personal connections. Perspectives from UHNW families highlighted what matters most to them.

AI-generated content is everywhere, and many businesses now have the challenge of maintaining their brand voice. We recommend using AI as a helpful starting place, but it's important to adjust the content.

In today's data-driven world, wealth managers have unprecedented access to information about their audience's preferences and behaviors. But are you truly listening to what the data is telling you?

What is an ideal client profile? This is the process of narrowing down your business development efforts to focus exclusively on those clients who you serve best.

A crucial element is updating your marketing plan. Start by reviewing past performance to see what worked well and what didn't. Use this data to guide your future efforts.

Summer might seem like a time to unwind, but it's actually perfect for planning ahead. Here are the top four areas to focus on for fall success.

Have you ever searched for your own website on Google and found it buried on the second, third or even fourth page? Here are six essential SEO strategies.

AI can be a tool to boost efficiency, speed up workflows and provide valuable insights. While AI won't replace human touch, it can greatly enhance your marketing efforts.

One of the most common questions from clients – how to incorporate video content into your marketing strategy. Here is a short five-step list to help you get started.

Rosemary explains why video should be used as a dynamic content type in your marketing strategy, exploring the pros and cons and highlighting its growing significance in engaging audiences.

Rosemary takes you into why we think video is a compelling medium for content production, giving three reasons why creating videos for your brand is important.

Rosemary takes you back into the world of podcasting and offers five simple steps to starting your own podcast.

Rosemary unpacks the essentials of podcasting, a powerful medium for broadening your audience, strengthening rapport and enhancing online visibility.

Rosemary talks about the power of using hashtags as a fundamental tool for enhancing searchability and connecting with a larger audience.

Rosemary unravels the game-changing impact of Artificial Intelligence (AI) on the marketing landscape for 2024, focusing on three key reasons to integrate AI.

Rosemary explains the trends shaping the landscape of wealth management marketing, drawing from the 2024 Marketing Trends report by Brandwatch.

We cannot stress the importance of creating a well-thought-out content calendar. A set cadence of content for the entire year makes marketing easier and more successful.

Content can be an invaluable way to let your clients and prospects know you understand their financial fears and have the strategies to help solve them.

While AI is certainly not the end-all, be-all of content production, Rosemary explores how this tool can act as an efficient starting place for wealth management firms.

Since the onset of the COVID-19 pandemic, our professional lives have changed dramatically. Going into the office full-time is seemingly in the past and most in-person social interactions and networking opportunities have disappeared. As a result, financial advisors have to rethink their entire marketing strategy and explore new methods to create opportunities to build […]

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COVID-19 has affected financial advisors in countless ways, including how they communicate with clients and prospects. To learn more about the pandemic’s impact on advisors’ communication strategies, Financial Advisor Magazine recently spoke with Wealth Matters Consulting President and Chief Brand Strategist Rosemary Denney. “Advisors who had a well-developed message before the pandemic made the flip […]

In times of crisis, people become oversaturated and overwhelmed with information, leaving most people uneasy, confused and often misinformed. The current coronavirus pandemic is no different. Wealth advisors are in a unique position to serve as a source of reliable, relevant information for client families, and build stronger relationships by calming fears and […]

As the COVID-19 epidemic began to take shape at the beginning of the year, few knew the impact it would have on our daily lives. Fast forward to March, and it quickly became reality as businesses began to close, travel began to dwindle, and high-profile annual events were postponed or canceled entirely. In just two […]

Brand consistency is a crucial factor to the awareness, reputation and success of wealth management firms. Unfortunately, maintaining a consistent identity across all materials and channels presents many challenges. For example, outdated materials and logos may get used, requests might be sent for assets that have already been produced, and what should be a quick […]

Seven steps to create effective content marketing that helps financial advisors stand out and build lasting client relationships.