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Summary: In today’s world, there is an overwhelming amount of content available to clients every minute of every day. Beyond financial advice — politics, pop culture, a friend’s status update — anything a client wants to learn is easily accessible.
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Summary: As a financial advisor turned digital-marketing consultant, I know how hard it is to get leads and new clients. That is why you’ll be surprised at this simple way to quickly generate more leads.
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Summary: And how is technology changing the client experience with advisors? In a word, profoundly. From how investors find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly.
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Summary: Simply put, the vast majority of marketing advice is for the general public — to get people interested in products sold, not professional services businesses delivering special care and tasks to potential clients. Plus, there’s a lot of “misinformation” out there about how advisory firms “truly” grow and gain additional market share and clients.
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Summary: Cybersecurity threats increasingly haunt registered investment advisory firms, topping the list of concerns among staff members and principals in charge of compliance, according to the results of our 2019 regulatory and compliance readers survey.
