Terry Rand

Posts by Terry Rand

  • Engaging with advisers in a new digital world

    Engaging with advisers in a new digital world

    November 20, 2020

    The relationship between financial advisers (FAs) and their clients have long been based on face-to-face meetings, long-term relationships and a trust that develops over time. For marketers in the industry looking to influence that relationship, traditional tactics from events to trade press advertising, have been the mainstay. This year that changed. The global...

  • Financial Services shows the opportunity to change the role of brands

    Financial Services shows the opportunity to change the role of brands

    May 13, 2020

    There are plenty of marketing cynics who will tell you that brands don’t have as big a role in people’s lives as marketers would like to believe. However, there are times – often very difficult times – when that changes. Sometimes a situation illuminates in just how many ways the brands in our lives intersect with what matters to us. For Financial Services...