Referral Marketing, Resources and social media

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

APRIL 7, 2017

If you fall into the 41 percent of finance professionals who view attracting new clients as your biggest challenge, and are trying to find a way to alleviate this struggle, Sageworks has many resources to help. In today’s marketplace, the delivery of a referral is only the first step toward earning new business.

Referral Marketing

Referral Marketing social media Taxes Resources

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

OCTOBER 10, 2017

Then, they spent an equal amount of time working on distributing that content both through social media (Reddit, personal finance forums) and through SEO (which wound up driving about 20% of Mint’s overall traffic). With a social media-based ETF made up of stocks like Facebook and Snapchat, you might see a similar phenomenon.

Tools

Tools Millennials US Maine

Community Banking Brief

Poll: Top challenge of valuation practices is attracting new clients

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

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