Are your online marketing efforts creating a pipeline of new business? Probably not, as most Web sites are in the dark ages when it comes to capturing prospect information and using it effectively.
Social media is scary for some advisors, but with help they can more easily capture online communications for compliance than they can other types of communication.
Tom Nally talked about the next generation of clients and the next generation of advisors at last week’s TD Ameritrade Institutional national conference.
