In this video, Timothy D. Welsh, president, Nexus Strategy, and Marie Swift, president and CEO, Impact Communications, talk about the mix of old-school marketing and current digital strategies to promote an advisor’s business.
Tim and Marie discuss:
- Opportunities with the new SEC marketing rule and how Impact Communications approaches those discussions with advisors.
- What content marketing strategies are working today, and increasing brand visibility by combining old-school techniques with advanced technology.
- Fresh from the T3 technology conference, Marie’s take on the future of CRMs, marketing technology, portfolio management and automated content distribution platforms.
- What advisors should be looking for in 2022.