CFOs often face a difficult choice: invest in an underperforming marketing team or overspend on bloated resources. In this article, Veriday’s CFO Jonah Cohn shares how they built Digital Agent—a platform that balances scale and efficiency....
Learn how financial advisors can use Digital Agent to create personalized, compliant email campaigns that nurture leads, engage clients, and drive measurable results....
The value proposition of an RIA network is economic growth through pooled resources and $ benefits in the form of operations savings, asset and client growth....
After learning about the importance of highlighting your brand’s identity in the previous blog, lets now switch gears to actually understand what type of content Financial Advisors must post on their websites and why....
Content marketing is all the rage nowadays — and for good reason!...