Financial Services Trends for the Second Half of 2021

The financial services sector is gradually emerging from the economic downturn caused by the COVID-19 pandemic. Experts believe that advisors will need to approach marketing very differently, as trends have shifted and the pre-pandemic approaches will no longer work.

Advisors are Scrapping Cold Calling for Seminars

Trainees had focused more and more on investing recommendations, dinner seminars, and referrals in recent years. However, the pandemic threw Merrill Lynch’s advisors into uncharted waters. Working from home made in-person meetings impossible, and some trainees resorted to using the National Do Not Call Registry, resulting in regulatory penalties.

Harnessing Data to Reach the Right Audience

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.

Advisors Are Pairing Live Events With Webinars to Achieve Optimal Results

As more and more states relax coronavirus restrictions or lift them entirely, dinner seminar events are coming back. But unlike in the Before Times, financial advisors are not just scheduling them to have a backup plan in case they have issues with to face-to-face seminars. They’ve adopted hybrid campaigns to widen their marketing footprint and their pool of prospects.