/ by Don Connelly / Marketing Yourself / 0 comments
As a result of the covid19 pandemic, both advisors and their clients have discovered the benefits of virtual communications. For clients, it has resulted in more convenient, expeditious, and personalized communications from their advisors, which they value tremendously.
For advisors, it has resulted in greater efficiency, more visibility, and more opportunities to connect with prospective and current clients, which translates into more growth and profitability. To a great extent, advisors have been able to turn an obstacle into an opportunity by adopting video conferencing and webinars with great success.
However, with the adoption of virtual communications, advisors have only scratched the surface of technology’s potential to transform their business. Imagine what could happen if advisors take full advantage of the technologies available today that have increased visibility, customer satisfaction, and retention, and converted more leads in other industries for several years.
Let’s take, for example, how tech-savvy Financial Advisors are turning to video marketing and live streaming as a way to get their message out.
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Working Mostly Online in a Post-pandemic World Is Especially Hard on New Advisors
/ by Diana Marinova / Best Practices, Connelly Corner / 0 comments
This turbulent year is almost over and looking back, we see a few clear trends of topics that interested Financial Advisors the most on our blog during 2020. We’d like to share some of them with you now, in case you missed them the first time around.
Here are the first three topics most requested and read by our community of financial professionals in 2020.
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Now Is the Time to Take Your Video Marketing to the Next Level
/ by Don Connelly / Marketing Yourself / 0 comments
As a result of the covid19 pandemic, both advisors and their clients have discovered the benefits of virtual communications. For clients, it has resulted in more convenient, expeditious, and personalized communications from their advisors, which they value tremendously.
For advisors, it has resulted in greater efficiency, more visibility, and more opportunities to connect with prospective and current clients, which translates into more growth and profitability. To a great extent, advisors have been able to turn an obstacle into an opportunity by adopting video conferencing and webinars with great success.
However, with the adoption of virtual communications, advisors have only scratched the surface of technology’s potential to transform their business. Imagine what could happen if advisors take full advantage of the technologies available today that have increased visibility, customer satisfaction, and retention, and converted more leads in other industries for several years.
Let’s take, for example, how tech-savvy Financial Advisors are turning to video marketing and live streaming as a way to get their message out.
Read more
Making Sure You Make the Most of Market Uncertainty – What Advisors Read the Most on the Blog
/ by Diana Marinova / Connelly Corner, Investing Wisdom / 0 comments
As you very well remember, we had a quick and severe market downturn in March and April 2020, followed by the greatest stock market rally in the history of the stock markets. Naturally, clients are panicked because of the market uncertainty. Regardless of where the DJIA closes today, we know for a fact that there will be another bear market – we just don’t know when.
To help you prepare yourself and your clients for what inevitably lies ahead, we bring you the top 10 most-read posts on the topic of market volatility, falling markets and growing your business in a post-pandemic world.
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