LeadingResponse is the industry leader in financial marketing, with over 25 years of experience in live events, webinars, and multichannel solutions.
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.
After in-person events and visits to brick and mortar businesses were no longer an option, older Americans began relying on online communications to connect with product and service providers. This opened the door for advisors to employ digital resources to generate leads and acquire new clients.
When the coronavirus emerged, people began viewing convenience in ways never considered before. As a result, companies pivoted to virtual meetings, remote working, direct-to-door delivery, one-on-one appointments, and other digital options