Referrals, client appreciation events and seminars still dominate advisor marketing tactics. And while most firms do not offer automated investment services, they do not see the "robos" as a threat to their business.
Here’s the model followed by advisors benefiting the most from referrals.
First Trust leads in thought leadership, John Harrison named president of Arkadios Capital, and ex-pats rank Singapore as the best country to live and work.
To “own your space” in the online world, it’s important to use a marketing approach to get your firm’s name out there and to differentiate your firm from the competition.
At it's fourth annual eMoney Advisor Summit, the new Advisor Branded Marketing feature took center stage.