Layup is the market leading financial services marketing agency that works with asset managers, RIAs, fintechs, ETF sponsors & broker-dealers.
Artificial intelligence (AI) has officially crossed a line in financial advice. Not the hype line. The utility line.
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For many financial advisors, social media still feels like an obligation rather than an opportunity. That's a mistake.
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The traditional agency model, under which clients pay for marketing services, has been on life support for years.
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Most financial advisors understand that content marketing “works.” We've all heard the success stories.
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Financial advisor marketing looks very different in 2026 than it did even a few years ago. Cold outreach continues to…
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Today, many prospective clients begin their search for financial advice the same way they search for anything else: on Google.…
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A decade is a long time in any industry, particularly one as dynamic as financial services, but the next 10…
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It's 2026, and financial advisors aren't asking whether artificial intelligence (AI) belongs in their marketing strategy. That question is already…
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When a financial advisor leaves a wirehouse or launches an independent Registered Investment Advisor (RIA), the freedom is intoxicating.
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Email is one of the most underutilized, but effective, growth channels among financial advisors, offering the ability to build trust…
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