financial advisor marketing ideas

A good financial advisor marketing plan must match overall business goals. Read more for financial advisor marketing ideas that get closer to these goals.

retail marketing

Personalization is a key strategy in retail marketing as consumers become more diverse. Learn how businesses can achieve this while maintaining scalability.

How to market a financial services company

Marketing a financial services business means gaining customer trust. Here’s what CEOs & execs need to know about how to market a financial services company

marketing strategy for luxury real estate

Luxury real estate market trends are changing as HNWI needs become differentiated. Use these trends to build your marketing strategy for luxury real estate.

wealth indicators

Do all wealthy individuals spend and give the same way? Check out our universal wealth indicators so you can easily identify your next best prospect.

customer segmentation models

Customer segmentation models lead to personalized marketing and increased engagement. Read how models and customer segmentation analysis get big results.

Learn how to refine your financial services marketing to get effective results. Leverage digital channels & data to create deep connections with clients.

Over the past few years, marketing has experienced a shift. As businesses moved into digital channels, and with the emergence of social media platforms, they were given the opportunity to communicate with customers on an individual level. Although pers …

Why do consumers consider one brand to be a “luxury” brand and another brand not? Exclusivity? Performance? Quality? Innovation? Heritage? For the most part, those all have been defining characteristics of a luxury brand, and they still are. However, t …

Wealth trends are constantly changing. While using a standard luxury product marketing strategy for every consumer may generate sales, by fine-tuning your approach you can get more business from the luxury consumer who becomes a loyal customer. Listen …

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To set yourself apart from your competitors, it’s important to personalize your marketing through both online and offline channels. WealthEngine provides you with powerful wealth data in real-time, giving you the ability to customize the buying experie …

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WealthEngine’s President and CEO, Mark Logan, recently participated in Conversations with Leaders in Luxury Led by Chris Olshan, CEO of The Luxury Marketing Council. Mark discussed everything from how he got his start in business, to WealthEngine’s pre …

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The current retail landscape presents many challenges that can be difficult to manage including decreased customer growth, little transaction growth, growing competition, shifts in spending, and unfavorable demographics. With a rapidly approaching holi …

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Luxury brands face tough competition to capture and retain high net worth customers. They are now facing competition from non-luxury brands, who have been gaining traction, and wallet share, among HNW individuals. In 2016, Nike was ranked the most valu …

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Is lead scoring part of your marketing strategy? If not, you are missing out on revenue opportunities. Sixty-eight percent of successful marketers state that lead scoring is most responsible for improving revenue contribution. If you’re a B2C company y …