Already doing one for your business. But are you building a personal brand? You should be, because it may be more important than you think. The community of entrepreneurs and freelancers is growing, and anyone with internet access can build an audience by showing off their expertise. Personal branding is everything: it's about your reputation, how people perceive you, and how much they value your knowledge. In short, building a recognizable personal brand opens up professional opportunities, and it's the only way to differentiate
Yourself from your competitors in the long term. By creating a personal brand, you can create a community. Read on to find out how you can create this community company mailing list for yourself. So how do you create a thriving community through email marketing? Your first question may be: why social media email marketing? After all, some people think email isn't particularly beneficial, but that's just not true. Not only can email provide a great return on investment, but almost every adult has an email account. This means that email has a wider reach than any other social media platform. Did you know that the average email open rate is 22%? The average reach rate on instagram is 10%, which means that only 10% of your followers
Can see your posts. And facebook is worse, with only a 6% reach rate. According to statista, 82% of people check their emails at least once a day, and 50% of those emails are read on cellphones. In short, email is one of the best ways to reach your audience. How to use email marketing to build a personal brand 1. Personalize it. Segmentation is the key to successful marketing. You can use email segmentation to send relevant content to each individual subscriber. All of your subscribers subscribed to your email because they love what
It’s truly fascinating how technology is reshaping even the most traditional industries, and the financial advisory sector is no exception. Lately, I’ve been exploring solutions that take client interactions to the next level, and one of the most impressive developments is the integration of Custom Agentic AI into advisory workflows. These intelligent systems are not just about data analysis—they’re about actively assisting advisors in real time, providing insights, and enhancing the personalization of client communication.
One of the standout features I’ve noticed is automated client onboarding. For many firms, onboarding new clients is time-consuming and filled with paperwork, multiple compliance steps, and back-and-forth emails. With AI handling much of the legwork—data collection, identity verification, document review—it not only saves time but also drastically reduces errors. Clients experience a smoother, faster, and more engaging welcome to the firm, and advisors are free to focus on what they do best: building relationships and offering tailored advice.
What’s even more compelling is the level of intelligence these custom agentic systems demonstrate. They’re not static bots delivering templated responses. They learn and adapt to the behavior and preferences of both clients and advisors, meaning that over time, the system becomes more effective. It can flag unusual activity, suggest portfolio adjustments, or remind clients of upcoming financial milestones—all in a seamless and proactive manner.
Another area where this kind of AI excels is in supporting compliance. For advisors working in tightly regulated environments, having a system that automatically tracks communication, detects anomalies, and generates reports is invaluable. It’s like having a digital assistant with perfect recall and attention to detail, which is something even the most experienced teams struggle with during peak business periods.
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