GuideVineTech

Helping #finserv firms grow their client base and increase #marketing ROI. As seen in Bloomberg, CNBC, FOX Business & InvestmentNews. #SaaS #fintech #insuretech

[GuideVineTech @guidevinetech]

GuideVine is excited to become part of @Avantax_Wealth & @Blucora where our solution will continue helping Financial Professionals introduce their capabilities and expertise to prospective new clients #financialplanning #financialadvice

https://t.co/vqRMnuzMQy

[GuideVineTech @guidevinetech]

Financial advisory fees are on the rise and at the same time more clients are looking for help managing their finances, shows new research

https://t.co/wmIPzKxhOz
#advisors #wealthmanagement

[GuideVineTech @guidevinetech]

What you can learn about web conversion rate optimization from America's largest #RIA firms

Featuring examples from: @AppletonPtnrs @CarsonWealth @plantemoran @_privateocean @dywealth @BlooomInc @adviceperiod
by @ragspag
https://t.co/6qsK1mApaW
#advisors

[GuideVineTech @guidevinetech]

When the importance of digitalization is stressed, it’s critical to carefully evaluate the proper way to create and integrate a digital strategy

via @FinancialBrand
https://t.co/OE7hmgXqYK
#finserv

[GuideVineTech @guidevinetech]

Top tips to help #advisors can help their clients craft a business exit strategy to make sure the company continues after they've left

Great read by @rwohlner
https://t.co/DtjAvx0AFp
#wealthmanagement

[GuideVineTech @guidevinetech]

Avoiding adapting to digital is the number one reason why most advisor #marketing strategies fail

by @SamanthaTwenty
https://t.co/wYHBR96yx2
#advisors #wealthmanagement

[GuideVineTech @guidevinetech]

Using #AI technology in their marketing programs can help marketers increase the effectiveness of their campaigns and achieve a faster return on investment (ROI)

via @Dataversity
#DigitalMarketing
https://t.co/knVADwbVeA

[GuideVineTech @guidevinetech]

#B2B marketing teams are starting to realize that AI-driven #martech and #machinelearning can help them reach their buyers where they are

by @danielnewmanUV
#AI
https://t.co/jnyeSP0ok4

[GuideVineTech @guidevinetech]

“Analyzing and adapting to the customer’s journey is the next evolution of experience management and must be a key priority for marketers and other customer experience professionals in 2021.” - Alvaro Del Pozo

https://t.co/yuVxXuiT30
#CX #advisors

[GuideVineTech @guidevinetech]

When thinking about how (or whether) to reach your clients on #socialmedia, consider this: connection is less about the form of communication, and more about its intention and focus

by @jlittlechild
via @MichaelKitces
https://t.co/GgjMJA78GS
#advisors

[GuideVineTech @guidevinetech]

Plug-and-play #AI and other tools that previously only existed in the realm of major tech & client engagement experts are now becoming readily available to smaller firms in all industries, leveling the playing field

by @KevinMcNee
https://t.co/7Ee7S0J9FT
#advisors

[GuideVineTech @guidevinetech]

In 2021, advice & experience will matter to clients more than ever; client interactions will focus on higher value interventions supported by digital tools; & financial wellness will reshape how wealth is positioned & measured

by @Accenture
https://t.co/0ZEkMHrE9d
#advisors

[GuideVineTech @guidevinetech]

We’re likely to see an increase in digital client engagement long after #COVID subsides, and watch for these other trends in 2021

by @krkindc @CFPBoard
via @wealth_mgmt
https://t.co/2Ij9sBLlno
#advisors

[GuideVineTech @guidevinetech]

Positive points of contact (PPCs) with your clients, when applied strategically, do more than simply keep you top-of-mind; they become an integral part of your digital brand

via @MattOechsli
https://t.co/rIM7vNiH4n
#advisors #marketing

[GuideVineTech @guidevinetech]

Making your client service more digital is the #marketing insight that truly separates the great firms from the ones that are just getting

by @herbersco
via @wealth_mgmt
https://t.co/fgh0bFhsqy
#advisors

[GuideVineTech @guidevinetech]

You don’t have to tackle all these strategies at once, but improving your strategy little by little will ultimately lead you to success in #digitalmarketing for your financial planning business

via @advisorwebsites
https://t.co/fk1DjXIq8L
#CX #advisors #WealthManagement

[GuideVineTech @guidevinetech]

According to the SEC’s latest risk alert, an alarming number of #RIA firms are operating with some troublesome regulatory compliance deficiencies and firms should be working hard in 2021 to address any of these common issues

via @riainabox
https://t.co/RBV3JLPyBl
#advisors

[GuideVineTech @guidevinetech]

Differentiation doesn’t just come from what you do, it comes from how you do it - how your advisor team can stand out

by @spmace
via @SEIJohnA
https://t.co/JeyhlVg3Yv
#advisors #wealthmanagement

[GuideVineTech @guidevinetech]

#Customerexperience improvement can't wait for quarterly adjustments these days, because by then unhappy consumers will have found alternative providers

by @stevenpeltzman
via @FinancialBrand
https://t.co/uFE0wKyWz3

[GuideVineTech @guidevinetech]

Understanding where and how your market segments out will be crucial to ensuring profitability in the coming year, and forget about growth; this about survivability

by @danielnewmanUV
https://t.co/YDE3QunN4i
#advisors #WealthManagement