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2020 Marketing Trends for Financial Advisors

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  • Create Date March 31, 2020

The coming decade is sure to be one of the most exciting yet thanks to the rapid developments in technology, automation and Artificial Intelligence. Though we can’t yet see the full scope of what this next decade will bring in the world of finance marketing, we do know which marketing trends will be most significant for financial advisors in the coming year.

Regardless of the firm’s size, marketing experience or target client persona, financial advisors need to implement modern marketing strategies in order to stay relevant in our ever-changing world. And the early adopters are the ones who will see the biggest benefit— especially with the newest generation of tech-savvy investors, who are now entering their peak earning years. As the conduit for quality service moves from face-to-face to digitized interactions, it’s vital that your firm keeps pace with the available technology...

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