Tara Meehan is a fractional CMO and owner of Meehan Marketing.
She has been a marketing professional for over 18 years focusing on social media, affiliate marketing, display advertising, email marketing and search marketing strategies for financial advisors and wealth management agencies.
Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.
It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack.
Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.
A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.