WealthVoice

08/15/2022

"It's one of the easiest things I do, as far as marketing goes."
-Michael H. Baker, CIMA®, CFP®, RICP®, RMA®, Founding Member at Vertex Capital Advisors, LLC

"We realized that there are people who find information in all sorts of different ways. And to us, this felt like a really low-cost, simple solution."
-Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp, LLC

"We really wanted to own our own brand on Alexa. We use it to communicate consistently with our ongoing audience, to make sure they know what's going on Asset-Map."
-H. Adam Holt, CFP®, ChFC®, Founder/CEO at Asset-Map

"The decision to build a WealthVoice was a no-brainer for building out PRST's brand."
-Justin Castelli, CFP®, Founder at PRST

Customer testimonial clips:

Customers answer" "Why did you decide to build a WealthVoice?""It's one of the easiest things I do, as far as marketing goes." -Michael H. BakerFeaturing:Pet...

07/03/2022

05/25/2022

"We believe everyone should have access to wealth-building capabilities, hedge-fund-level analytics, and total financial planning with straightforward, unbiased advice, and at lower cost than the industry."

Greg Saurenman is the Founder and Managing Director with Mission Advisory Group.

Learn more:
"Alexa, enable Mission Advisory Group." [🔗 in bio]

missionadvgroup.com

04/26/2022

Top U.S. search engines:

1. Google
2. YouTube (often included with Google)
3. Amazon

Content chases device adoption. Engagement and ad dollars follow.

See history:
Newspaper ➡️ Radio ➡️ Television ➡️ Personal Computer ➡️ Smartphone ➡️ Voice-Enabled Devices (e.g. Smart Speakers)

Some of these overlap. (Smartphones and PCs are now voice-enabled.)

The point is:
Brands pile on because attention is currency, is the product.
Early adopters have an advantage.

👇🏽Tips to hedge your SEO for the future. Blog and 5-minute video: weathvoice.ai/blog
Post: “How to Review an Alexa Skill (Why SEO Boost Matters)”

04/10/2022

“Alexa, open Money Mocha.” Michelle Gordon: “As a a 15-year financial professional and STEVIE award-winner, having witnessed highs, lows, booms, busts, and everything in between, I chose to start my own financial practice, Investably LLC, out of a strong desire to help people live a more intentional life.

I sought to create a modern and inclusive financial practice experience focused on a holistic and long-term disciplined approach for helping clients ‘quiet the noise’ and live a more intentional lifestyle and retirement.

As the daughter of immigrants, I grew up understanding firsthand what it meant to not have the benefits of so-called ‘generational wealth’, meaning assets passed from one generation to the next. In doing so, it created in me a passion for developing a deep understanding of wealth creation engines, but also for sharing my expertise to help people, particularly women, minorities, and first-generation professionals to create generational wealth for their families.”

Learn more at Investably.com

03/31/2022

An Alexa Quick Link is the easiest way to market your brand on voice. It launches your Alexa Skill from any device. Here's how to find your and tips for marketing with it.

See real WealthVoice customers' social media examples. Plus find out the hands-free alternative to sharing your Quick Link.

Try some Quick Links:
🔗 in bio under “Featured Customers”

Works in your Amazon mobile app, , Alexa in the car, or any of 20,000 Alexa-powered devices.

👀 Request a demo: WealthVoice.ai or link in bio

03/09/2022

What are the parallels between the early days of social media and voice marketing today? The history of technology rhymes!

Here’s what you need to know so you don’t miss the IPO.

Dasarte Yarnway interviewed Emily Binder, the founder of WealthVoice, about how she’s using emerging technology to help financial advisors reach more people and connect deeper—and all the lessons she’s learned while building her company.

Full video on YouTube: "How to better connect with clients through emerging technology / The Human Advisor 23"

🔗 in bio: Altruist - The Human Advisor

Discover more on Grow with Altruist:
grow.altruist.com

Thank you fam! Had a blast with you in LA: , , CEO , CMO Zach Pentel, and the rest of the crew with the best fiddle leaf fig and exposed brick set in the game.

ABOUT THE HUMAN ADVISOR:
“This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.”

ABOUT ALTRUIST:
"Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size."
altruist.com

03/01/2022

New sonic branding in action! Hear Asset-Map’s intro music by our composer based on their six brand adjectives. This is CEO Adam Holt’s latest broadcast.

Get it: “Alexa, open Asset-Map.”
(Works in your Amazon mobile shopping app or Alexa device or )

Stay tuned until the very end for what might be the most delightful and insanely cute voice-over in the entire financial service space.

Why this works:
-Short (2 minutes)
Upbeat
-Consistent branding (visuals and unique sound)
-Topical and educational
-Features Daniel Crosby, PhD :)
-CTA link for more info
-Memorable and fun - that outro!

🎶 Custom sonic branding is included with Platinum setup OR is available for anyone on or off WealthVoice: wealthvoice.ai/sonic-branding (🔗 in bio)

02/24/2022

Why this works:
⏱ It's 34 seconds long
🙂 It's true
📈 It's timely for the current market, but reassuring
🤝 It presents a solution

Brandon Ebert is CEO & Founder of Be Wealth. His latest : 3 reasons to be concerned about the current stock market.

Enable Be Wealth on Alexa: https://alexa-skills.amazon.com/apis/custom/skills/amzn1.ask.skill.91e11b1e-946e-429e-9c90-6cc4b365cd5d/launch

Or say "Alexa, enable Be Wealth."

Request a demo to build your voice homepage and send updates on Alexa: https://wealthvoice.ai/

02/18/2022

Sonic branding: why it matters. Justin Castelli and Emily Binder - “The Advisor of Tomorrow” podcast available on YouTube and your podcast app.

01/31/2022

Bios are like your LinkedIn profile brought to life. On average, your “About Us” or “Our Team” page receives the most minutes spent on site of any page. Bring this valuable content - YOUR STORY - to life with voice!

Use WealthVoice Bios to feature your team members, products, FAQ, or services. Here's how Michael Baker introduces himself to prospects and clients through his WealthVoice.

People say, "Alexa, ask Vertex Capital to tell me about Michael Baker."

We love this example of an authentic Bio that really comes from the heart.

In the rest of this voice app, people can ask to learn more about you, your firm, or hear your latest update.

How you share it:
You can tell them about your invocations (phrases) on social media, email marketing, or in person, or they can follow Alexa's hint text on screen.

Request a demo to create your own hands-free marketing at wealthvoice dot ai (link in bio)

12/17/2021

Sideline Report at the inimitable SALT Conference 2021. Leanna Haakons interviews WealthVoice Founder Emily Binder. Emily explains how YOUR voice can be shared better, easily.

Shouts to our wonderful WealthVoice fam including Onramp Invest, Plancorp, Snappy Kraken, Three Bell Capital, Silicon Hills Wealth, Wipfli Financial Advisors, Vertex Capital, and many more! We appreciate you. 💙