Robo-advisors are to financial planning as Uber was to taxi services: disruptive. According to a report by MyPrivateBanking, assets being managed by all registered investment advisors now total around $5 trillion, with robo-advisors managing roughly $14 billion of those assets. If not already a cause for concern, this amount is set to increase over the next few years.
Millennials are the greatest source of future growth for financial advisors, but many of them are choosing to get their advice from robo-advisors or forgo any formal planning altogether. In order to help planners get a bigger share of the Millennial market, here are the top 6 tips on how financial advisors can woo millennials away from robo-advisors.
Identifying your target market is half the battle when it comes to launching any new product, but the work doesn’t stop there. Even the best product won’t sell itself. You’ll need a knockout marketing plan to really see results.
So, where do you start?
At most companies, marketing teams will generate a lot of leads into the top of the funnel and send them over to the sales team for follow up and prospecting, hoping a percentage of them will turn into opportunities and customers. However, if you’re overflowing the top of your funnel with leads, you’re likely overwhelming your sales team with a lot of low quality contacts which end up being a waste of their time, causing them to lose trust in the marketing team. Read More
It’s the end of December, which means that Oscars season is upon us. These awards celebrate the best that Hollywood has to offer, but they also provide a unique opportunity for marketers to consider what makes these films so successful, and how to incorporate ideas of the same caliber into their B2B marketing strategy. Read More
One of the biggest trends in recruiting is employer branding. Now, more than ever, companies are turning their attention to building a better employer brand to help attract the top talent and grow their business. But what are the changes necessary to let candidates view your business in a better light? Read on for a list of the top 10 tactics to help you improve your employer brand!
The beauty of social selling is that it places infinite connections at your fingertips; however, it does require a time investment. For busy sales reps, this can be turnoff, but incorporating social media into your daily routine isn’t as hard as you might think. We asked a few of ZoomInfo’s top social sellers to weigh in with their best tips.
Did you make a resolution last January, only to give up a few weeks in? Don’t worry, it happens to the best of us. Why not make some marketing resolutions, instead?
These goals are probably more realistic than your average resolution. And as an added bonus, you can keep your boss happy with a plan to start the year off strong. Read More
How Data-Driven Marketing Drives Growth
You’ve probably heard the hype about data-driven marketing lately. And if you haven’t, you will in the near future. Organizations that practice data-driven marketing report 3x increase in revenue than those who don’t. They’re also 5x more likely to retain customers. Read More
Gone are the days of the rolodex and hours of follow up. Intelligent dialers, email templates and inbound sales tools minimize obstacles and increase the efficiency of the sales process each step of the way. These technologies make up what is known as a sales stack, the tools used by sales professionals to support their efforts and boost performance. Read More
Email marketing is one of the most effective and efficient forms of marketing. Though not commonly used in logistics, email marketing has the potential to increase engagement and brand awareness amongst shippers, and can help your organization grow. If you haven’t done any email marketing in the past, creating a new strategy from scratch might sound daunting. So here is a step by step guide on how to get started with email marketing for logistics.