Skip navigation

2021 Advisor Marketing Predictions: 36 Must-Read Insights From the Experts

Perspectives on where financial advisor marketing is headed.

As we look into 2021, we have to ask what changes in consumer behavior and marketing strategies are here to stay? As a post-COVID-19 world returns to normal, will digital marketing still prevail? Or will advisors default back to the comfort of traditional methods they’ve used in the past?

I certainly have my own ideas about the answers to these questions. But as Will Rogers famously said: “Never miss a good chance to shut up.”

To gain perspective on where financial advisor marketing is headed, I asked 36 of the foremost financial industry marketing experts I know to make a prediction.

Here are their insights.


Robert Sofia is one of three co-founders and the CEO of Snappy Kraken, a marketing solution that helps financial professionals build connections with current and prospective clients through content and a turnkey process.

TAGS: Technology
Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.