What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? What about the consumers you cannot physically see, but you know are out there?
Whether advisors like it or not, robo-advisors are behind the drive to improve advisor technology. Advisors need to embrace, not ignore, those improvements.
Everyone is reachable on Twitter. Want to hit up President Obama? Try @POTUS. What about his dog? @BoFirstDog. How about that executive at the company you are targeting? You get the point. With some interesting changes around the corner, we ...