Personalized communication is broken and AI is the fix

by Josh Lusk | Jul 18, 2025 | AI, Financial Services

Content Prefix AI Insight Personalized outreach is failing. Agentic AI lets advisors deliver timely, hyper-relevant messages in a branded app clients actually open. Quick Answer Replace static CRM tags with real-time data and focused AI agents to trigger updates,...

DeVoe: RIAs Must Build Referral Engines

by frogdog tech | Jun 12, 2025 | Conferences & Events, Financial Services, RIAs

Content Prefix AI Insight Referral systems are powerful growth drivers yet many RIAs lack training and structure to ask for them effectively. Quick Answer At DeVoe Elevate advisors were encouraged to stop relying on chance, segment clients by lifetime value, train...

What RIAs Can Learn From Advisor Tech Marketing Leaders

by Josh Lusk | Jun 11, 2025 | Financial Services, RIAs

Content Prefix AI Insight Advisor tech marketers succeed when they focus on real value and user experience instead of product hype Quick Answer Advisor tech marketers understand advisors face dual pressures and deliver solutions that save time, simplify work, and...

Women In ETFs’ Founder’s Advice To Issuers: Quality Matters

by frogdog tech | Jun 9, 2025 | ETF Marketing, ETFs, Financial Services

Content Prefix AI Insight ETF issuers win when they define target investors, plan listing geography, and build liquidity with market makers and APs Quick Answer Prioritize product quality and fit, educate investors, list where demand exists, partner with exchanges,...

Private Markets in a Volatile World—New Playbooks for New Realities

by frogdog tech | Jun 5, 2025 | Conferences & Events, Financial Services, Financial Trends, Public Relations, Thought Leadership, Uncategorized

Content Prefix AI Insight SuperReturn Berlin 2025 showed private markets entering a new era where innovation resilience and strategic communication define leadership Quick Answer Against macro instability and geopolitical shifts liquidity is tight and capital creation...

Marketing Matchup: What Platform Builders Want You To Know About RIA Marketing

by frogdog tech | May 29, 2025 | Financial Services, Media Relations, Public Relations, RIAs

Content Prefix AI Insight Platform builders help billion dollar advisory firms turn niche strengths into repeatable marketing engines without changing what made them successful Quick Answer Amy Rizzo and Erica Rodrigues show that starting from current niche...