Key Takeaways An estimated $124 trillion in wealth will change hands by 2048, according to Cerulli Associates, with roughly $105 trillion flowing directly to heirs. For wealth firms and financial advisors, that figure should spark both opportunity and urgency. Because while the assets transfer, the relationships very often don’t. The...
Social Media Reaches New Clients and Builds Solid Relationships We’ve noticed that, in today’s rapidly evolving financial landscape, social media has become an indispensable tool for financial advisors seeking to elevate their practices and strengthen client relationships. We’re Frankel, a strategic communications firm with years of experience helping financial advisors...
Whether you’re a financial advisor, a bakery owner or the head of a Fortune 500 company, developing and maintaining a strong professional brand is vital for achieving success and earning the trust of clients in your industry. Your brand serves as a crucial tool for communicating your expertise, values, and commitment to excellence.
There is no shortage of financial advising firms out there, which means the competition to get new clients and grow businesses is fierce. (We know, we’ve seen it first-hand.) That’s why having a well-crafted approach to marketing is not just a luxury; it's vital to success. At Frankel, our agency has had extensive experience working with financial advisors across the country to implement marketing strategies designed to differentiate their business and grow their brand.
There is no denying that in today’s digitally-driven world, having a strong online presence is crucial for businesses across all industries, including financial advisory services. The team at Frankel knows this better than anyone as we have created marketing efforts for several advisory firms, including website development. We understand that...
We understand how competitive it is out there. And being first to market can be a big advantage for companies. But rushing to get your marketing efforts out isn’t the best way to connect with customers and grow your business. Gaining insights before launching a campaign is immensely valuable and...
In the ever-evolving landscape of higher education, change is inevitable. Institutions constantly adapt to advancements in technology, discovery, and student expectations. However, a new and unprecedented challenge looms on the horizon – the enrollment cliff. As demographics shift and student preferences change, it’s imperative for universities and colleges to rethink...
Over our 18 years of helping clients grow their businesses, we at Frankel have seen the marketing landscape shift dramatically. Which means it couldn’t be more important to set clear and actionable goals to make your effort a success. Without a well-defined roadmap, you can easily veer off course, leading...
The Power of Brand Voice: Developing a Unique Verbal Identity As copywriters, we have the privilege of crafting compelling content for various purposes – from website copy to captivating advertisements. But to truly make an impact and create an unforgettable brand that speaks authentically, we must dive deep into the...
To succeed in the digital age, businesses must constantly adapt to evolving marketing strategies to effectively reach and engage their target audience. We believe Artificial Intelligence (AI) revolutionizes the marketing landscape by helping clients ideate and create content much faster and stay on top of developing trends. By leveraging AI,...
As we continue to navigate the digital landscape for our clients, Frankel is always looking for effective strategies to connect them with their audience and drive growth. Social media has emerged as a game-changer, providing clients with a powerful tool to precisely target their audience and achieve their marketing goals....
