FA Whitepapers


December 2018


Fostering Client Relationships in a Digital World

For decades, financial advisors relied heavily on traditional outbound marketing, such as telemarketing, direct mail, and formal seminars to reach clients and maintain relationships. While these tried-and-true methods have been effective in the past, a new generation of investors and advances in digital technology are changing the landscape for financial services, encouraging advisors to adopt more tools in their outreach.