AI: Marketing’s Robo Advisor
Artificial Intelligence (AI) has been a buzzword over the last couple of years. It seems like everyone is talking (or posting) about how an AI language model like ChatGPT will be used by companies to replace certain positions, save money, or insert whatever amazing claim you’ve heard. So, what’s our take on ChatGPT in the […]
Your Marketing Planning Checklist
One of the biggest marketing roadblocks we hear about from financial advisors is planning. The reality of marketing planning, for many, looks like dusting off last year’s plan, updating the dates, and developing a budget from there. While it’s helpful to look back at past initiatives for learnings and ideas, simply repeating last year’s marketing plan […]
Holiday Gifting: Your Guide to Client Gifting During the Busy Holiday Season
Are your holiday client gifts ending up in the dark corners of closets or desk drawers? We’ve all been on the receiving end of holiday fruit baskets or waves of cookie tins.
Pride and Promotion: How Whole Growth Partners Helped Stella Oak Reach LGBTQ Clients
The two Principals of Stella Oak Financial & Insurance Services — Brandon Matloff, CLTC® and Suneel Garg, MBA, CLU® — have always been attracted to bold ideas. “If everybody else goes to the right, Brandon and I ask: ‘What’s on the left?’” says Garg. Stella Oak is a boutique financial services firm backed by the extensive resources […]
Our Two-Year Anniversary: A Look Back at the Beginning
In honor of our two-year anniversary, here’s a look back at WGP’s history through the eyes of partners Laura Landergott and Darcy Ripple. A New Beginning In the spring of 2019, Laura Landergott took off on a “Thelma and Louise”-style road trip with her sister-in-law — in search of great barbecue, great beer, and […]
A Woman’s Worth: How Financial Advisors Can Better Serve Their Female Clients
Within a decade, women in the U.S. will control $30 billion in assets. Here’s how financial advisors can meet their female clients’ needs. Nowadays, according to Bloomberg, American women control more than $10 trillion in household financial assets. That amount will likely triple in the next decade, making it more important than ever for financial advisors […]
Financial Literacy Month: Five Ways to Fill Your Funnel
April 2021 is Financial Literacy Month. According to a recent FINRA study, 53% of adults are financially anxious. As if that weren’t enough, a staggering 78% of adults were living paycheck to paycheck before the pandemic. One can imagine what those numbers look like now. If you’re in financial services, April is your time to shine! Not only is […]
How to Celebrate Women’s History Month as a Financial Services Firm
Women’s History Month in March 2021 is a great time to honor women within your practice, client base and communities by celebrating their histories and highlighting their accomplishments. How can you celebrate Women’s History Month as a financial services firm? Even without a pandemic, prospecting can be the most challenging aspect of the business. And […]
10 Ways to Pandemic-Proof Your Client Engagement
Here we are in 2021, and…not much has changed since 2020 ended. Alas, our tumultuous public health, political, and day-to-day life situations rage on. As financial services professionals, it has therefore become vitally important to adapt creatively to our virtual and online realities and engage with our clients in more genuine, meaningful ways. And don’t […]
8 LinkedIn Prospecting Messages that Open Doors
“Hi! My name is Jane and I work for John Doe, a financial advisor in your area. We create customized financial plans to suit your lifestyle and think you could benefit from our services! Would you be willing to sit down for a 15 minute meeting with John?” *Delete* How many of these types of […]
