Not unlike clients who come to advisors for a quick fix to their financial woes and expect unrealistic returns, advisors who turn to traditional marketing to get them past growth hurdles are destined for immense disappointment.
Now is the time to double-up on your virtual events and start thinking about holding in-person ones later in the year.
Perspectives on where financial advisor marketing is headed.
Orion Advisor Solutions CEO Eric Clarke provides his thoughts on the future of financial advice.