Written by Samantha Russell Outreach

A Web Contact Form May Not Be the Best Path to Lead Generation

  Today’s post is written by Angel Gonzalez, co­founder and CMO of Snappy Kraken. Snappy Kraken is a SaaS (software as a service) marketing solution that helps financial advisors personalize, automate, and track referral marketing campaigns and business processes. The forthcoming software is…

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Written by Lauren Keeports Outreach

Five Little Things for Your Monday: Marketing Resources For Financial Advisors

Happy Monday, all! In continuation with our Five Little Things series, here are five articles from the past week on the importance of implementing social media marketing and content marketing strategies for your firm.  The articles explain why these areas…

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Written by Nicole Skalamera Outreach

New SEC Rules Increase Social Media Disclosure Requirements for Investment Advisors

On August 25th 2016, the SEC announced that it adopted amendments to the Investment Advisers Act that will increase the record-keeping and reporting requirements for investment advisors. Advisors will now have to provide additional information on their separately managed account business,…

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