In the not-too-distant past, an advisor's brand identity was expressed in features such as a strong logo and brochure. In today's competitive marketplace, a strong identity must also include a robust and engaging digital presence.
Investors today, particularly Gen Xers and millennials, research advisors online before making a call or setting up a first appointment (even if referred). These prospective clients visit websites, Google names and pull up LinkedIn profiles to get a better understanding of the advisors they are considering.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access