May 14, 2019

InvestmentNews Article: Digital is the present and the future of advisor marketing

If you’re an adviser, don’t ignore the elephant in the room that is digital marketing, or you might find yourself struggling to survive. Online marketing takes serious expertise and commitment, but it’s the best way to grow your brand and reach new clients.

The article reads:

If you’re an adviser, don’t ignore the elephant in the room that is digital marketing, or you might find yourself struggling to survive.

In our industry, clients leave for other firms, they take distributions and they pass away. In short, there’s a constant outflow of manageable assets. With all that attrition, you need a steady stream of new clients just to break even.

So why is it that other than waiting for referrals, many advisers do very little to acquire new clients?

Scott Hanson, Co-Founder, Allworth Financial

Click here to read the full article on InvestmentNews.