Every single one of us had to adjust as new realities became apparent in 2020. Despite the challenges, some advisors had their best year ever. In this session, Marie Swift, a highly respected marketing consultant in the financial service industry, will review what’s working – and what’s not – when it comes to client communications and building business through thick and thin.
Marie’s discussion will review:
- case studies of advisory firms that had their best year yet despite the challenges in 2020, and share tips, tactics, and metrics from leading practitioners.
- Key take-aways from the Conversations That Matter study conducted in late 2020. The study is based on a survey of 342 financial advisors.
- Ideas, tools and resources for Mastering the Conversation, creating a marketing growth plan, and embracing modern marketing methods (including video, podcasts, webinars, social media, blogs, online presence, email marketing, lead magnets, targeting and engagement).
