In this ebook we discuss:
• The role of the Investment Advisor is changing
• Social Media is finally being adopted by Investment Advisors
• Brand consistency has become a higher priority but more
• Content Marketing
• Email is not going away
As a Marketer who is supporting Advisor’s business and marketing, you need to ensure you are providing the tools to your Advisors that enable them to push out compliant information to clients and prospects.
This includes a dynamic website, compliant emails, and the ability to blog and use social media, and much much more…