Marketing to New Investors and Retaining the Old

Marketing to new investors and retaining the old doesn’t take two different marketing and communication approaches. Times are changing and current clients are jumping on board with the new generation of digital. Are you?

In today’s episode, we’ll discuss why advisors are hesitant to implement new marketing strategies, from compliance concerns to common misconceptions. April will share some of the best and worst advisor marketing and communication strategies and how these strategies can make or break a firm in today’s environment.