Digital Growth Perspectives
Explore insights on digital growth, revenue strategy, customer experience, marketing, AI, and digital transformation for banks, credit unions, RIAs, trust companies, and specialty financial services organizations.
The Fastest Way to Build Trust Isn’t What Most Financial Firms Think
Most financial firms spend enormous resources trying to appear trustworthy. Branding exercises. Credential displays. Award announcements. Polished marketing materials that showcase decades
The 30-Day Revenue Accountability Sprint: A Playbook for Advisory and Specialty Financial Firms
I have watched advisory firms celebrate marketing dashboards while their client acquisition economics quietly collapse.Traffic up 10 percent year over year. Lead volume increasing. Webinar…
Your Marketing Agency Is Optimizing for the Wrong Numbers—And It’s Costing You Funded Clients
I reviewed a dashboard last quarter with an advisory firm in the 1031 exchange space. Traffic was up 10 percent year over year. Lead volume had increased. Webinar registrations looked steady. The…
Where Qualified Leads Go to Die: Mapping Conversion Breakdowns in Advisory Firms
I walked into a strategy session with a specialty financial firm last year. The marketing dashboard looked strong. Traffic was up 10 percent year over year. Lead volume had increased. Webinar…
Your Marketing Dashboard Is Lying to You
I reviewed a dashboard last quarter that looked strong at first glance.Traffic was up 10 percent year over year. Lead volume had increased. Webinar registrations were steady. The marketing team was…
Advisors Do Not Have a Lead Problem. They Have a Positioning Problem.
Four years ago, I sat across from the managing partner of a mid-sized advisory firm who was convinced his growth had stalled because of insufficient lead flow.His seminar campaigns were…
Rokture Ramblings
Episode 15 – Branches and Digital
Video Transcript Rokture Ramblings – Episode 15 – Digital or Branches? Hello everyone, and welcome to Rokture Ramblings, where I discuss topics
Episode 14 – Email campaigns
Video Transcript Rokture Ramblings – Episode 14 – Email Marketing Hello, everyone, and welcome to Rokture Ramblings, where I discuss topics around
Episode 13 – Is Financial Education Worth It
Video Transcript Rokture Ramblings – Episode 13 – Is Financial Education Worth It? Hello everyone and welcome to Rokture Ramblings, where I
Episode 12 – Differentiation
Video Transcript Rokture Ramblings – Episode 12 – Differentiation Hello everyone, and welcome to Rokture Ramblings, where I discuss topics around digital
Episode 11 – Help is on the Way
Video Transcript Rokture Ramblings – Episode 11 – Help is on the Way Hello everyone and welcome to Rokture Ramblings, where I
Episode 10 – Marketing is NOT the Golden Ticket
Video Transcript Rokture Ramblings – Episode 10 – Marketing Not the Golden Ticket Hello everyone, and welcome to Rokture Ramblings, where I