Broadridge Advisor Solutions - more than 30 years of experience in solutions-based marketing and technology tools for the financial services industry designed to help advisors find new prospects, retain and grow business with existing clients, and increase referrals while optimizing their advisor practice.
Brian Smith, Broadridge Advisor Solutions: “To engage new prospects and enrich existing relationships today you need a professional website that reflects your brand and a content strategy that speaks to them. Having the largest offering of marketing and content products, we can help you select and translate holistic marketing, communication, and data offerings into streamlined solutions to tell your unique story. We act as a true partner, assisting with every step of the marketing process and providing concierge level support, allowing advisors to focus their time on their clients.”
Host University revealed the importance of client engagement as a central goal and strategy for advisors that should be carefully thought –out and purposely designed into their firms and practice management. It also positions the most important skill sets for financial planners in the future where those feelings of connectedness will become vital. As Michael Kitces mentioned in a Nerd’s Eye blog post, despite the onward march of technology and computing power, the key transition for advisors is from being “knowledge workers” to “relationship workers”. I agree with that but this can only be achieved and powered by both art and science through a company’s culture, capabilities and the creation of new experiences that help people in ways that enrich their lives.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors—Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor magazine). For more information, click here.