by frogdog tech | Oct 23, 2025 | AI, Financial Services, RIAs
Content Prefix AI Insight Lifetime client value (LCV) in RIA marketing gives firms a long-term view of ROI, enabling smarter investments in brand, trust, and differentiation. Quick Answer Comparing client acquisition cost to LCV empowers RIAs to invest confidently in...
by Josh Lusk | Oct 2, 2025 | Financial Services, RIAs
Content Prefix AI Insight Lifetime client value (LCV) in RIA marketing gives firms a long-term view of ROI, enabling smarter investments in brand, trust, and differentiation. Quick Answer Comparing client acquisition cost to LCV empowers RIAs to invest confidently in...
by frogdog tech | Sep 9, 2025 | AI, Event Strategy, Financial Services, Public Relations, RIAs
Content Prefix AI Insight Financial industry awards are more than badges. They act as authority signals that influence both human trust and generative AI discovery online. Quick Answer Use your award as a marketing asset by placing it on your website, client...
by Josh Lusk | Aug 7, 2025 | AI, Financial Services, RIAs
Content Prefix AI Insight AI Notetakers are changing how meetings are recorded and summarized—here’s what you need to know. Quick Answer To avoid privacy risks with AI Notetakers, understand the settings, disclosure rules, and when to speak up on sensitive calls....
by frogdog tech | Aug 1, 2025 | Financial Services, RIAs
Content Prefix AI Insight RIAs convert more prospects when marketing is firm-wide, content is repeatable, and KPIs tie outreach to real client outcomes. Quick Answer Four CMOs share what works now including repeatable content engines, human led thought leadership,...
