WomenShare

WomenShare Insights

June 26, 2024

It's Time to Take Stock: Your Mid-Year Marketing Checklist for a Powerful Second Half of 2024

We're halfway through 2024! While it might feel like the year just started, it's the perfect time to take a breather and assess your marketing strategy. This mid-year check-in allows you to analyze what's working, what's not, and make adjustments to…

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June 12, 2024

Marketing Your Differentiators for the Next Generation

By Dana Rhodes, Chief Operating OfficerAxtella The days of “knocking on doors” to attract new investors are long gone in a world where digital connectivity and personalized experiences reign supreme. That means reaching and engaging …

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May 29, 2024

Inspiring Career Lessons from Our Guests

Here on the WomenShare podcast, our mission is to help women advance their careers by sharing specific, actionable advice from those who have navigated the journey before them. We believe in the power of storytelling and the impact of shared experie…

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May 15, 2024

3 Ways to Attract the Next Generation of Advisors

  By Maria Bethel, SVP, Marketing & CommunicationsAxtella As many thought leadership pieces have pointed out over the past few years, the financial services industry is reckoning with its future as we prepare for an oncoming wave of r…

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May 1, 2024

WomenShare: A Celebration of Women in Financial Services!

Joanna and I love celebrating the inspiring women who are making waves in the financial services industry! Today, we are sharing some exciting updates for the WomenShare podcast that you'll see in the coming days. A New Chapter for WomenShare Wome…

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April 17, 2024

Crafting a Content Calendar: Your Blueprint for Communication Success

We've long heard about the correlation between the frequency of your communication with clients and their satisfaction. A report recently released by YCharts highlights the unique value clients place on their advisor's perspective. Your insight…

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April 3, 2024

Social Media Savvy: A Guide for Financial Advisors

In today’s landscape, social media is not a nice-to-have; it’s a must-have. It is a powerful tool, and when used strategically, these platforms can build brand awareness, nurture leads, and establish you as a thought leader.But the finan…

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March 20, 2024

Inclusive Marketing Best Practices

You’ve heard us say that having a clear target audience is critical to effective marketing. So, it may seem counterintuitive to also prioritize inclusivity in your marketing programs. These two strategies are not at odds; they build upon each…

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March 6, 2024

Celebrating International Women's Day: Inspiring Inclusion in Financial Services

March 8 is International Women's Day, a global tribute to women's remarkable achievements. Here at WomenShare, we’re providing some inspiration to help you celebrate International Women’s Day, on March 8 and beyond. This year's theme, #…

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Feb. 21, 2024

Unlocking Success: Assessing Your Marketing Strategy

With effective marketing programs, success isn't just about creating buzz; it's about tangible results that directly impact your bottom line. To ensure an accountable return on investment, deciphering whether your marketing efforts are truly effecti…

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