Summary:
Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fungible and hard for consumers to differentiate one advisor from another. There’s no longer an easy button for advisors to say they are a fiduciary, etc. to differentiate themselves. Join us as we discuss the importance of marketing data and more with special guest and marketing expert Samantha Russell.
Samantha, Adam & Derek discuss:
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The pivotal moment for our industry
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How there are lots of gaps on what clients are getting versus what they are looking for and expecting
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What about your business is marketable?
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Why Health & Wealth content is so much more interesting and consumable content for people than market updates
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Bringing a more sensory experience to your clients with their money
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Being the Canyon Ranch of financial wellness for your clients
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And lots more!
Resources:
Connect With Adam Holt:
- Schedule an Asset-Map Demo
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