The Wealth Advisor

intelliflo redblack was selected as WealthTech Provider of the Year because of its sophisticated technology, dedication to advisor success and strong growth and momentum. The platform offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.

(AssetMark) Research shows that 80% of financial advisors have no defined marketing strategy. Is this a mistake? A missed opportunity for growth?

There are a lot of potential reasons behind that figure. Some advisors might not have the time, while others might not see the point of marketing.

In this guide, we’ll cover the why behind marketing, the common challenges advisors face, prevalent myths about marketing, how to get started, key strategies to consider, and more. 

Let’s dive in.

(Flexible Plan) It was the fall of 1956. Action from the World Series blared from the radio. It was the New York Yankees versus the Brooklyn Dodgers, game five. Don Larsen threw his 97th pitch. “Strike!” called the umpire, and the audience witnessed perfection. Twenty-seven batters up, 27 retired—all without a hit, walk, or error. The perfect game.

SEI recently released its latest Economic Outlook. Here is a summary of their key perspectives, focusing on global economic growth, monetary policy, inflation, geopolitics, elections across the globe, and equity markets.