The Digital Marketing Playbook for Financial Advisors and Planners
The financial uncertainty brought on by the global pandemic has resulted in an increased interest in financial markets and advice. And it's not just from those prepping for retirement or looking for a wealth manager. It's across all generations and income levels, including those in Generations X, Y, Z.
To appeal to these investors, you need to adopt a digital-first mindset that blends technology with authenticity. So where do you begin? This playbook will guide you through how to build a digital foundation that will help you turn investor interest into actual relationships.