Dahna M. Chandler

Award-Winning Finance Journalist | Finance Industry Content Writer

Institutional Finance & Enterprise

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eBook: Customize your clients' ESG experience

Increasingly, investors are interested in aligning their investment portfolios around their environmental, social, and governance (ESG) values. Savvy financial professionals are taking the steps to identify their clients' interests and values to help them meet their investing goals. This research-backed eBook shows financial professionals how to provide customized client experiences that meet their ESG investing requirements.

How to Create the Foundation of Your Digital Marketing Efforts

Today’s financial planner faces multiple challenges in business development, especially when just getting started with digital marketing techniques. There are numerous digital channels that financial professionals can leverage to connect with prospective clients like never before, and create growth for their firm. Oftentimes, the key to success in any digital marketing initiative is taking a unified approach. This ghostwritten blog post shows financial planners the basics of digital marketing planning.

Building a Digital Marketing Strategy Around Content

Current and prospective clients have a keen interest in educational content that helps them reach their financial goals, and they expect you to provide it for them. The pandemic also has driven clients’ appetite for timely content relevant to what’s happening to them today, causing them to eschew evergreen content. This ghostwritten blog post gives financial professionals the keys to building their digital marketing strategy around that content.

Why Client Communication Is Key to Building Better Relationships with Women Investors

When working with any investor, financial advisors must excel at client communication. Clients generally want to feel that their financial advisors hear, respect, and value them—especially women investors. Women now control more than half of personal wealth in the US, roughly $22 trillion. As wealth is transferred to more women over the next four decades, that number is projected to rise to nearly $29 trillion. Financial advisors must shift their client communication strategies to meet women investors' needs. Here's how.
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