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n8n vs Zapier for Financial Advisors: Which Automation Tool Saves You More Time and Money?
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Last month, I watched a solo advisor nearly walk away from automation entirely. He’d spent $100s on Zapier over six months, only to discover his workflows were still breaking when client data didn’t sync properly between his AI notetaker, CRM and other planning software. The frustration was palpable. Here’s what…
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Marketing Automation for Financial Advisors (2025 Guide)
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Key Takeaways Most financial advisors I know struggle with repetitive, time-consuming tasks: Yet, what if you could automate a lot of this – freeing up your time to do what you are good at, and actually want to do (advising clients)? There is great news. In 2025, technology has opened…
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SEO Strategies For Asset Managers (2025)
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Key Takeaways Old SEO strategies for asset managers are becoming outdated in 2025 – particularly due to the rise of AI-powered search (e.g. Google’s AI Mode). I see many wealth managers and other financial firms getting left behind in this shifting landscape. They assume what “worked” before will continue to…
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Email Marketing Tips For Asset Managers (2025 Guide & Trends)
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Key Takeaways Looking for a quick win? Email is one of the most potential marketing channels available to asset managers – offering an ROI of between 10:1 and 36:1 in 2025. Yet, email marketing for asset managers is quite unique. It is very difficult (perhaps impossible) to simply copy what…
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How Many People Don’t Have A Will In The UK
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This animated infographic reveals how many people in the UK don’t have a will in 2025. It also reveals the reasons people give for not having one. The figures are drawn from research conducted by Canada Life:
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Financial Advisor Digital Marketing (2025): Full Guide
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Key Takeaways Digital marketing for financial advisors is a big topic covering SEO (search engine optimisation), Google Ads, email marketing and more. Yet, as an advisor, which channels should you choose? Is it even possible to reach your ideal clients online? As a marketer with 8 years at a digital…
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How Investor Emotions Affect Returns
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Investor emotions can have a detrimental effect on portfolio performance, according to a study by The Embark Investor Confidence Barometer:
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Marketing Strategy Best Practices for Asset Management Firms
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Key Takeaways As an asset manager, which marketing channels are ideal for reaching your target clients? Below, we provide a list of marketing strategy best practices for asset management firms – covering seven channels to potentially include in your strategy: Marketing Strategy Best Practices for Asset Management Firms Asset managers…
