The last few years have brought significant activity in the wealth management space, with headlines featuring acquisitions, consolidations, expansions, advisor movement, marketing trends, and new efficiency solutions. Recent reports project that 20% of asset and wealth managers will be acquired by the end of 2029 and discuss reaching wider audiences and planning for future growth.  At BFT,…

Behavioral biases affect decisions around investments and money. Here’s how to approach reminding clients of bias.

As an account director, Laura brings a blend of creative vision and analytical rigor to every challenge. With a background in brand development, category strategy, product positioning, and service marketing, Laura thrives by delivering results that resonate with both customers and stakeholders. Whether building brand equity, driving customer engagement, or boosting product profitability, she specializes…

In the fast-paced world of financial advising, every conversation counts. Here are five essential reminders for anyone looking to make a meaningful impact in discussions with financial advisors. Throughout our years of working with both investment providers and wealth management firms on their marketing and communication initiatives, we’ve had the benefit of speaking with scores…

One of the interesting aspects of working for a digital marketing agency is the wide range of questions and challenges we often face. At any point during the day, we might: It means that we’re always learning—and that we’re never doing the same thing each day. That’s how we stay sharp! Diving Deeper to Understand…

Savvy B2B companies launch digital marketing campaigns, particularly on Google Ads. We understand the urge to get results now—but it’s a mistake to dive directly into campaigns without fully strategizing. Effective planning and execution are key. The assumption is that spending budget = instant leads. However, this is a common misconception when spending money on…

2025 has been wild in the marketing world, but we’re thrilled that our agency is turning the big 6-0 this year! We’re grateful for the opportunities we’ve had to work with clients near and far. From just a few miles away in Grand Rapids or Chicago to locations like New Jersey, Connecticut, Kansas, Texas, and…

We’re excited to introduce Lauren Hetrick, the newest addition to our marketing team! Lauren brings a thoughtful approach to her work, often stepping into different perspectives to uncover creative solutions. From driving inspiration to delivering meaningful client experiences, Lauren is all about making a positive impact. Let’s dive into three questions to get a glimpse…

Amanda is passionate about learning. Throughout her years of academia, she’s developed research skills and a love for data that shines through in her client work. She’s a TEDx speaker and previously was a university instructor while she completed her doctorate. Count on her to bring the methodologies—and the results—to the table. Which types of…