Advisor Virtual Classroom | Connecting with Clients in Times of Crisis
[Presentation begins at 4:00]
In these challenging times, clients are seeking more engagement from their advisors than ever before.
How do we help our clients adapt to these new realities, while providing them with high value content that truly resonates?
Classroom Agenda:
- Exploring the Modern Client Journey
- Our Strategic Objectives
- New Client and Prospect Realities
- Multi-Channel Marketing in Action
- New Marketing Tactics, Campaigns and Initiatives
In these challenging times, clients are seeking more engagement from their advisors than ever before.
How do we help our clients adapt to these new realities, while providing them with high value content that truly resonates?
Classroom Agenda:
- Exploring the Modern Client Journey
- Our Strategic Objectives
- New Client and Prospect Realities
- Multi-Channel Marketing in Action
- New Marketing Tactics, Campaigns and Initiatives