Megan Carpenter, CEO and co-founder of FiComm Partners, and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how marketing for advisors has changed and what a good marketing strategy looks like.
Only 11 percent of advisors claim to know whether their clients have pets. Doing so provides a unique emotional connection.
Think webinars instead of dinner seminars.
Tips for service providers and third-party platforms for differentiating their business and earn advisors’ trust.
Bridge the gap of emotionally connecting with affluent clients in order to win word-of-mouth influence.