A Certified Financial Marketing Professional (CFMP) is a professional designation earned by marketing professionals in the finance field. It’s created by the American Bankers Association, the largest ...

Marketing is one of the most important aspects of running a successful advisory business. Without a clear strategy for promoting your advisory services, you may find yourself treading water instead of ...

A marketing plan is a guide that makes the launch of a new product a successful one. Since the marketing plan contains the details of how you plan to launch the new product, it helps you to evaluate ...

B2B marketers believe financial literacy will help them secure investment, but is there more involved than just reading a ...

There can be no question that digital marketing for financial services is one of the key pillars to reaching and engaging high-net-worth audiences. However, digital marketing strategies need to be ...

NEWTOWN, Pa.--(BUSINESS WIRE)--The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, today announces the leading financial services ...

You might have noticed your prospects and clients are glued to smartphones. So, why is the industry that wants people to invest “for the long term” so quick to judge something that is so clearly here, ...

Rise above strict regulatory compliances and let your financial brand shine on social media. Here are our top 6 tips to keep in mind. More than 50% of offline investors first collect information ...

As CFOs take lead roles in companywide AI strategies, they could help reshape the martech stack itself. McKinsey predicts AI ...

With the marketing landscape always changing, businesses will need to adapt their marketing strategies for 2022. Moving forward, financial advisors will face unique and new challenges when trying to ...

The terms "disruption" and "innovation" have become hyperbolic, clichéd and, thanks to entrepreneurial fraud and mismanagement, suspect. But in the case of ChatGPT and other AI emerging technologies, ...