Complete Advisor

Digital Trends & AI Innovations in Marketing

A national survey found that Financial Advisors rank #3rd as a source of retirement planning information. Are you doing a good job keeping in touch with your clients? 64% of surveyed clients said they feel like their advisor contacts them “infrequently”…not good!

In this episode, we welcome Robert Sofia, CEO of Snappy Kraken, a company that provides automated growth programs for financial advisors. The episode focuses on digital marketing trends and innovations relevant to financial advisors. A big part of our conversation focuses on the importance of establishing a digital presence, especially in the current era.

A few key takeaways:

– Traditional methods like seminars, cold-calling, and direct mail still work individually, but digital presence is crucial for overall success.
– The role digital strategies and technological advancements play in engaging and retaining existing clients.
– The crucial role your CRM plays in the future of your firm.

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