Covid-19 has transformed marketing for the financial advisor.  Meaningful virtual communication and engagement are essential for client growth and retention.  Our recent study, The Broadridge Next-Gen Technology Pulse Survey, says that almost all firms expect to recover within 2 years. Organizations that seize upon next-gen technology opportunities may widen their competitive advantage.  

Key takeaways:

• Inbound and outbound marketing techniques that get results

• What key changes should you make to your website and social media channels

• Compelling information that your clients and prospects are asking for and keying in on

• Optimizing the process of public seminars and virtual webinars

• The three primary content components of effective digital communication