Marketing

After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.

Experts say financial advisors can stay compliant with their BD while tapping into the leads and new clients attracted by quality web pages.

“The name may change but our commitment to the business, our clients and our advisors serving these clients is steadfast,” said division head Barry Sommers.

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.

Those with the resources to sort through compliance thickets may be better positioned to take advantage of some long-awaited changes.

No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.

Technology can make end-of-year client communications more interactive and engaging.

Long-awaited advertising regulations allow for online testimonials but also increased risk of audits, observers and commissioners say.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.