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Generational Finance Views, Strong Branding, and Measuring your Marketing

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Our topics for this week center around how different generations view finances, communicating your brand, and tracking your marketing. First up is a survey that reports how different generation segments view their finances. Our next piece looks at consistently communicating your brand messaging. Our final piece looks at measuring advisor marketing activity.

The numbers are telling. Take a look at this insightful new survey about how different generations feel about being financially secure.

Check out this quick video about building a consistent message and a brand that can impact to differentiate your advisory practice in a competitive market.

What are the key performance indicators to measure your marketing? This piece highlights 5 data points to assess your overall marketing activity.