Layup is the financial services marketing agency that works with wealth managers, RIAs, fintechs & more.
The financial advisor job description from 10 years ago is basically out the window. Most advisors just haven't updated the…
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Most financial services firms do not have a marketing problem. They have a system problem that can be solved with…
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For years, "we're a fiduciary" was the financial advisory industry's version of a superpower. Those days are over.
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For RIAs, high-quality lead generation requires something more nuanced than a Google ad campaign or a cold-call list.
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Most marketing is about preference. Financial marketing is about consequence. And that distinction changes everything.
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Trust is the product. It is not a brand value. It's not a tagline.
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A financial marketing funnel can’t look like a typical ecommerce playbook. It must educate before it persuades. It must reassure…
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The good news? Financial advisors are producing more content than ever. The bad news? Most of it doesn’t move the…
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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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