5 Proven Marketing Tips for Financial Professionals
The financial advisors who grow the fastest aren’t the ones with the biggest advertising budgets. They’re the ones whose clients feel ...
Letter Salutations Every Professional Should Know
The first line of a letter sets the tone for everything that follows. Get it right and the reader is already on your side. Letter salutations are the ...
The FinTech Loyalty Loop: Using Handwritten Mail to Secure High-LTV Clients
In financial services, the brands that win on retention don’t just deliver returns. They deliver relationships. The FinTech Loyalty Loop is ...
5 Proven Marketing Tips for Financial Professionals
The financial advisors who grow the fastest aren’t the ones with the biggest advertising budgets. They’re the ones whose clients feel ...
The FinTech Loyalty Loop: Using Handwritten Mail to Secure High-LTV Clients
In financial services, the brands that win on retention don’t just deliver returns. They deliver relationships. The FinTech Loyalty Loop is ...
Letter Salutations Every Professional Should Know
The first line of a letter sets the tone for everything that follows. Get it right and the reader is already on your side. Letter salutations are the ...
What are you searching for?
Still need help?
Send us a note.
Thank you.
Cookie Consent
Like all websites, we use cookies to personalize content and ads, to provide social media features and to analyze our traffic. We also share limited information about your use of our site with our social media, advertising and analytics partners. None of these are set until you accept.
Cookie Preferences
Manage your cookie preferences below:
Essential cookies enable basic functions and are necessary for the proper function of the website.
Name
Description
Duration
Geolocation Config
This cookie is used to store the consent settings based on the visitor's location.
30 days
Cookie Preferences
This cookie is used to store the user's cookie consent preferences.
30 days
Google Tag Manager simplifies the management of marketing tags on your website without code changes.
Name
Description
Duration
cookiePreferences
Registers cookie preferences of a user
2 years
td
Registers statistical data on users' behaviour on the website. Used for internal analytics by the website operator.
session
These cookies are used for managing login functionality on this website.
Name
Description
Duration
wordpress_sec
Used to track the user across multiple sessions.
15 days
wordpress_test_cookie
Used to determine if cookies are enabled.
Session
wordpress_logged_in
Used to store logged-in users.
Persistent
Statistics cookies collect information anonymously. This information helps us understand how visitors use our website.
Google Analytics is a powerful tool that tracks and analyzes website traffic for informed marketing decisions.
Used to determine whether a user is included in an A / B or Multivariate test.
18 months
_ga
ID used to identify users
2 years
_gali
Used by Google Analytics to determine which links on a page are being clicked
30 seconds
_ga_
ID used to identify users
2 years
_gid
ID used to identify users for 24 hours after last activity
24 hours
_gat
Used to monitor number of Google Analytics server requests when using Google Tag Manager
1 minute
__utma
ID used to identify users and sessions
2 years after last activity
__utmt
Used to monitor number of Google Analytics server requests
10 minutes
__utmb
Used to distinguish new sessions and visits. This cookie is set when the GA.js javascript library is loaded and there is no existing __utmb cookie. The cookie is updated every time data is sent to the Google Analytics server.
30 minutes after last activity
__utmc
Used only with old Urchin versions of Google Analytics and not with GA.js. Was used to distinguish between new sessions and visits at the end of a session.
End of session (browser)
__utmz
Contains information about the traffic source or campaign that directed user to the website. The cookie is set when the GA.js javascript is loaded and updated when data is sent to the Google Anaytics server
6 months after last activity
__utmv
Contains custom information set by the web developer via the _setCustomVar method in Google Analytics. This cookie is updated every time new data is sent to the Google Analytics server.
2 years after last activity
_gac_
Contains information related to marketing campaigns of the user. These are shared with Google AdWords / Google Ads when the Google Ads and Google Analytics accounts are linked together.
90 days
Marketing cookies are used to follow visitors to websites. The intention is to show ads that are relevant and engaging to the individual user.
Facebook Pixel is a web analytics service that tracks and reports website traffic.
HubSpot is an all-in-one marketing, sales, and customer service platform that streamlines business growth.
Name
Description
Duration
messagesUtk
This cookie is used to recognize visitors who chat with you via the chatflows tool. If the visitor leaves your site before they're added as a contact, they will have this cookie associated with their browser.
13 months
__hssrc
Whenever HubSpot changes the session cookie, this cookie is also set to determine if the visitor has restarted their browser.
session
__hssc
This cookie keeps track of sessions.
30 minutes
hubspotutk
This cookie keeps track of a visitor's identity. It is passed to HubSpot on form submission and used when deduplicating contacts.
13 months
__hstc
The main cookie for tracking visitors.
13 months
hs_langswitcher_choice
This cookie is used to save the visitor's selected language choice when viewing pages in multiple languages.
2 years
hs-membership-csrf
This cookie is used to ensure that content membership logins cannot be forged.
session
__hsmem
This cookie is set when visitors log in to a HubSpot-hosted site.
1 year
hs-messages-hide-welcome-message
This cookie is used to prevent the chat widget welcome message from appearing again for one day after it is dismissed.
1 day
hs-messages-is-open
This cookie is used to determine and save whether the chat widget is open for future visits.
30 minutes
__hs_gpc_banner_dismiss
This cookie is used when the Global Privacy Control banner is dismissed.
180 days
__hs_notify_banner_dismiss
This cookie is used when the website uses a Notify consent banner type.
180 days
hs_ab_test
This cookie is used to consistently serve visitors the same version of an A/B test page they’ve seen before.
session
__hs_initial_opt_in
This cookie is used to prevent the banner from always displaying when visitors are browsing in strict mode.
7 days
__hs_cookie_cat_pref
This cookie is used to record the categories a visitor consented to.
6 months
__hs_do_not_track
This cookie can be set to prevent the tracking code from sending any information to HubSpot.
13 months
hubspotapi-csrf
This is used for CSRF prevention - preventing third party websites from accessing your data. Expires after a year.
1 year
__hs_opt_out
This cookie is used by the opt-in privacy policy to remember not to ask the visitor to accept cookies again.
13 months
hubspotapi-prefs
This is used with the hubspotapi cookie to remember whether the user checked the 'remember me' box (controls the expiration of the main cookie's authentication).
1 Year
hubspotapi
This cookie allows the user to access the app with the correct permissions.
7 days
X Pixel enables businesses to track user interactions and optimize ad performance on the X platform effectively.
Our Website uses X buttons to allow our visitors to follow our promotional X feeds, and sometimes embed feeds on our Website.
2 years
personalization_id
Unique value with which users can be identified by X. Collected information is used to be personalize X services, including X trends, stories, ads and suggestions.
2 years
guest_id
This cookie is set by X to identify and track the website visitor. Registers if a users is signed in the X platform and collects information about ad preferences.
Resources
