In this video, Timothy D. Welsh, president, Nexus Strategy, and Abby Salameh, chief marketing officer, CAIS, discuss personal branding for financial advisors within a digitized world.
Tim and Abby discuss:
- What CAIS does and where the growth is coming from today;
- What happened with the 60/40 portfolio;
- How important a personal brand is in a digitized world and where advisors can get started;
- What advisory businesses need to understand about strategic marketing; and
- What innovations CAIS has planned for the rest of the year—technology enhancements through their education platform, the invitation-only CAIS summit for independent financial advisors and bringing more asset managers to the platform.