Updated: Aug 17, 2020
As the health, economic and political chaos continue to dominate Wealth client moods and activities for rest of 2020, we asked a few Wealth Marketing experts to share their priorities, tips and best practices around driving client engagement and AUM growth in today's climate.
Below is link to full report discussing the 3 priorities all the experts all agree on.
Spoiler alert : Experts agree that the top priority is for Advisors to ensure they are actively engaging and working for clients. Best way to do that is increase the # interactions, communications and content sharing between Advisors and their clients.