Amy in Barron's: Reinventing Marketing for the Pandemic Era

Amy in Barron's: Reinventing Marketing for the Pandemic Era

Pre-pandemic, many advisors shied away from the concept of digital marketing, relying primarily on social events and in-person networking to connect with potential clients. In a socially distanced Zoom culture, a lot needs to change for a practice to grow. Yet the opportunities are endless!

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How to stay on top of mind with your prospects when people can't meet in person!

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How to stay on top of mind with your prospects when people can't meet in person!

One of the top questions we get asked from our financial, legal and tax clients these days is: How do I stay relevant and on top of mind with my prospects and clients when I can’t physically see many of them? We’ve created a video to share a few strategies!

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.