Webinar Recap: The Content Financial Professionals Must Share in Their Newsletters

January 11, 2017
Anna Huston

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 newsletter strategy, name the goal you seek to achieve. Determine…

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A Vestorly Case Study with The Philadelphia Group

December 20, 2016
Anna Huston

The Philadelphia Group is a Philadelphia-based planning and advisory firm aligned with LPL Financial with over 30 licensed and accredited advisors. Vestorly is part of LPL’s Vendor Affinity Program, allowing the firm access to the platform. We spoke with Zachary Mineur, the firm’s wealth strategist, about his experience using Vestorly.   The Challenge: Digital Presence…

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Webinar Recap: How to Generate Interest and Intrigue through Social Media Programming

December 16, 2016
Anna Huston

Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: how can financial professionals generate intrigue and interest on social media? Watch the webinar recording here, or read below for his insight.         Intriguing Your Audience Your end goal as a financial professional using social media is likely not more follows…

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The Modern and Natural Browsing Experience People Expect

December 9, 2016
Anna Huston

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.     When readers access your library of content, they are now presented with a layout similar to newspapers, better matching the digital experiences they expect. The layout,…

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Webinar Recap: How to Evaluate ROI for Financial Professionals

December 2, 2016
Anna Huston

Neil St. Clair, Vestorly’s Chief Growth Officer, recently answered the question: how can I tell if my marketing is working? Watch the webinar recording here, or read below for his insight.       “Half my marketing is wasted. I just don’t know which half.” – John Wanamaker If you’ve felt like this before, you’re…

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Best Practices: Create a Call to Action on Your Website Using Vestorly

November 11, 2016
Anna Huston

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 to your audience to take an immediate action, like “Call Now.”    …

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Best Practices: Using Vestorly Data to Enhance and Refine Communication

November 8, 2016
Anna Huston

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 improve my marketing with data from my Vestorly account?” This article originally appeared July 2015 and has been updated to reflect Vestorly changes.   The Data Page on your Vestorly Dashboard…

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Best Practices: What Should I Write in My First Vestorly Email?

November 3, 2016
Anna Huston

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 they should add a message to their first Vestorly email to introduce their new…

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The True Existential Threat Facing Financial Services (Hint: It’s Not Robos)

October 17, 2016
Anna Huston

Robo-advisors matter, but not quite as much as all the sound and fury surrounding them may lead you to believe. Digital advisors, as they prefer to be called, are all the rage, evidenced by their daily media coverage. But in reality, robo-advisors are the Y2K of the investment industry: a threat in perception, but not…

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A Vestorly Case Study with MBM Wealth

October 12, 2016
Anna Huston

MBM Wealth is a full service wealth management company with Purshe Kaplan Sterling based in Missouri, providing comprehensive strategies coordinating clients’ investment, insurance, tax, and estate planning needs. We spoke with Brendan Bradley, Director of Digital Brand Marketing, about how MBM Wealth has used Vestorly. The Challenge: Unengaging, Generic Content   Previously, MBM Wealth relied…

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