Everything ended up pointing towards the same conclusion for marketing success: Beyond the quality of the content itself, advisers need to devote effort to frequency, consistency, and distribution across multiple channels.

Use email to reach out to prospects and clients more often. Be more consistent with topics that matter to your audience, and make sure to promote it across more platforms.

When you do that, you’ll undoubtedly get your marketing performance to improve.

To see learn more about the key findings from the report, visit 2020 State of Digital Marketing for Financial Advisers.

Angel D. Gonzalez is co-founder and CMO of Snappy Kraken, an automated marketing platform for financial advisers.

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