To attract new clients, most advisers should dramatically — and immediately — change their marketing practices, said experts at the recent In|Vest conference in New York.
Quicker than a planner can say, “YouTube,” prospective clients have transformed how they find and consume information. To capture their attention, advisers must pivot away from staid, print-driven methods to a more dynamic, visually driven approach. Specifically: video and social media, panelists told attendees of the Innovations in Content presentation.
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