To get by during the pandemic, some have had to tap into retirement accounts for money to live on. But even before COVID, Americans as a whole were financially unprepared for retirement. Research consistently shows 50% haven’t saved enough to maintain their standard of living during their post-working years.
As a financial advisor, you’re already viewed by many of your prospects and clients as an expert in your field. But people do business with those they trust, so you can’t count on knowledge and experience alone. Your clients must feel they can rely on you.
At LeadingResponse, we understand the importance of harnessing data in client acquisition. As the experts in consumer engagement, our team members make data-based decisions daily to elevate your brand and connect with your ideal financial services clients nationwide.
While LeadingResponse faced enormous marketing challenges in 2020, it wasn’t the first time we’ve navigated market fluctuations and downturns. We quickly charted a new course to ensure our financial advisor clients connected with their future clients.