Mastering Consumer Engagement

With the right content, delivery and timing, financial professionals can increase consumer engagement in this ever-changing world.

Mastering Consumer Engagement

With the world as unpredictable as it has been, consumers are heading online to seek financial advice from trusted professionals. And those professionals who deliver engaging content are reaping the rewards. Join Dave Briggs and Jim Walsh as they discuss the need to address top-of-mind consumer concerns and the most effective ways to engage.

Join us to learn:

  • How content can be a differentiator for today’s financial professional

  • The science behind effective content – addressing the rational and emotional needs of investors

  • What, when and how to send content that engages and prompts consumer action

  • What our data shows on recent consumer content trends


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