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Pushing through the Fog: Marketing that Works for Advisors Today

6/26/2020

Every single one of us has had to adjust our expectations of what is “normal” now. While some have used the term “new normal” to describe the work-from-home and shelter-in-place realities we are all experiencing, others continue to point out that things are changing quickly enough that now there is really just the “next normal” followed by the “next normal.” Sometimes it can feel like pushing through a patch of fog.

But while these have been challenging times for us individually and as a nation, not every advisor is struggling. In fact, some advisors are thriving. You’ll meet three such advisors during this important webinar:

Pushing through the Fog: Marketing that Works for Advisors Today
Thursday, July 23, 2020 at 4:00 pm ET

Financial Advisors: Learn How to Give Your Clients Exactly What They Want

6/14/2020

Research shows that engaging your clients in co-creating the experience improves engagement, loyalty, and referrals. Stephen Wershing, The Client Driven Practice, and Marie Swift, Impact Communications, will discuss the principles of success behind feedback exercises that produce real results. Two advisors, Brian Fricke, CFP®, Financial Management Concepts, and Howard Lutz, Intercontinental Wealth Advisors, will describe their experiences and insights gleaned from working with their own client advisory boards.

Best Practices Blog

Pushing through the Fog: Marketing that Works for Advisors Today

Financial Advisors: Learn How to Give Your Clients Exactly What They Want

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Kudos for Swift ChatS Podcast

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Best Practices Blog

Pushing through the Fog: Marketing that Works for Advisors Today

Financial Advisors: Learn How to Give Your Clients Exactly What They Want

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog