A recent industry whitepaper (“Rebuild Your Marketing Muscle,” Orion Advisor Tech) found that majority of AUM growth for financial firms and their advisors alike is primarily driven either by mergers ...

WealthFeed, the industry's most complete all-in-one prospecting and growth engine for financial advisors, today announced the ...

While many agencies have been built around rugged individualism, it's hard to be a lone wolf and find that same success today. Get the attention of your prospects by creating a presence that draws ...

And this month, FINNY is in the news for yet another fundraising deal, this one a $17 million Series A round at a whopping ...

AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called ...

For most advisers, many of the most popular marketing strategies are a big waste of time. The fact is, be it a pure RIA, a hybrid or an IBD rep, most firms consist of an adviser and one or two support ...

There are so many theories about how to fill a sales pipeline. Everyone has an opinion. There are many definitive ideas about what works and what doesn’t, and when you see opinions this strong it’s ...

Led by Venrock, round follows FINNY’s $4.3 million seed raise in 2024 and will fuel the platform’s meteoric growth since launch "FINNY brings together deep technical, product and machine-learning ...

The most consequential number in sales is 40, as it’s crucial for capturing the immense impact and importance of prospecting: 40% of salespeople agree that prospecting is the most challenging part of ...

Back in January, deep into the throws of winter, I wrote about the duality of marketing and prospecting, emphasizing the benefits to advisors who embrace both activities in their pursuit of client ...