Page 2 - Adele Martin News Today

AI is coming for white-collar jobs, or so we’re increasingly being told. To test this theory and how it applies to the advice industry, we turned to the root of the problem - generative AI ChatGPT

Op-Ed If I see another marketer or business coach post or email telling me to finish the year strong – I will scream.   I hate the hustle culture.   Maybe it’s because of the pandemic, maybe it

Advisers may not be struggling to gain clients, but there are still benefits to boosting online content according to two practice consultants. Aside from online education that avoids repetition, remote content can be used as internal marketing to help retain clients.

Last year, I celebrated 20 years in the wonderful profession that is financial advice. To say that there has been some changes from that time is an understatement. When I started, there was no CRM

Social media can help advisers attract more of their ideal clients. Using social media is not just about attracting new clients, it’s about attracting the right type of clients, Adele Martin, fo

Marketing in financial advice is an area – like IT infrastructure and HR management – that is fundamental to practice management but not a core skill for advisers. For small practices, especially, a lack of marketing savvy can weaken the chance of growth. Underpinning this issue is the broad thematic of advice value, and the need for advisers to help their market understand what it is they do so well.

Finfluencers are increasing the need for advisers to find their voice and to establish themselves as leaders in a highly competitive industry. How can advisers leverage social media, video marketing

Email is one of the most unsecure methods of communication so why do advisers still rely on it for sensitive client information? Two industry experts have argued practices should be moving to client portals which have the extra benefit of offering a better client experience.

There must be a strategy behind an adviser’s social media use, an expert has said. Rather than sporadically posting, social media needs to be approached through a marketing lens. Speaking at the

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