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Ivy Koerner

As a leader on AdvisorEngine's marketing team, Ivy focuses on marketing processes and manages our Hubspot account for both the Advisor Engine and Junxure websites. She plays in integral role in the strategy, design and execution of marketing automation solutions.

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Advisor Marketing  |  AdvisorEngine  |  Kredible  |  Technology  |  Wealth Management

5 Essentials for an Effective Financial Advisor Website

Do you remember the last time you read an actual newspaper? Or printed out a map to get you where you needed to go? How about shopping? Did you go to the actual store or simply visit Amazon.com? Think about the now-enormous Amazon. Jeff Bezos launched it out of his garage 24 years ago. The website officially opened for business as an online bookseller but now functions as an e-commerce giant. It’s unbelievable to look back at changes this website has undergone over the years.  We can all learn an important lesson from Amazon and its website; change can be good, change can be productive and most importantly, change can help us grow.

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Digital Advice  |  Digital Tools  |  Financial Advisors  |  Wealth Management

Top 5 Reasons Why You Should Digitize Your Financial Advisory Firm

A recent visit to the doctor's office made me think about the importance of technology in creating great client experiences. From my appointment confirmation to meeting with several doctors, it was almost seamless. It should be no different in wealth management. Financial advisory firms need to embrace technology in order to deliver a great client experience. Here are my top five reasons why your firm should digitize:

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Advisor Marketing  |  Financial Advisors  |  Wealth Management

Digital Marketing For Financial Advisors: Why It Matters

Here’s a secret - most financial advisors do not use digital marketing effectively. They say things like: 

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