I’ve been talking about the Penton’s WealthManagement.com surveys of advisors and their service providers. If you’re a vendor who provides value-added marketing services to advisors—or if you’re an advisor who uses those services—here’s some data you definitely need to see. Let’s start with questions from the survey of service providers.

“So, let me ask you this, ‘What persona are you speaking to with your marketing efforts?’” There’s a dead silence on the other end of the line, before, “Well, my clients have an average of $500,000 in investable assets and are rapidly approaching retirement.” When marketers talk about personas, it’s a much more complex idea…

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I have more real-world content marketing tactics to share with you. Last time, I showed you how videos and animations could build your brand. Now, let’s talk about social media advertising. We’ll start with a few examples. Here are some ads we did for CLSAutopilot, developers of a next-gen self-service client experience solution for clients…

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