To reach financial advisors, it pays to be in the know.
Market and global events are changing the way financial advisors do business. Staying Current: A Guide to Connecting with Financial Advisors will help marketers reach financial advisors as their media habits change.
To reach financial advisors, it pays to be in the know.
Market and global events are changing the way financial advisors do business. Staying Current: A Guide to Connecting with Financial Advisors will help marketers reach financial advisors as their media habits change.
Methods once ‘tried and tested,’ are being ‘tested by transformation.' A recent report released by Greenwich Associates found that advisors are spending more time discussing market movements, in virtual meetings with clients, and attending virtual events. As their needs change, where they spend time changes too.
Engage with financial advisors when they are on LinkedIn:
86%
use in their personal life
84%
use in their professional life
37%
expect usage to increase in the next year
“I expect social media to be increasingly important for client engagement in the coming years.”*
Download the full report from Greenwich Associates, The Changing Role of Media for Financial Advisors to see how advisor habits are changing.
*Financial Advisor. Source: Greenwich Associates, The Changing Role of Media for Financial Advisors, 2020
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