With COVID rates dropping and regulations loosening around the US, everyone is eager to get back to “business as usual.” But with the marketplace ripe with opportunity, it’s important for financial professionals to take pause and evaluate their prospecting and engagement plans. Will pre-2020 activities yield the same results in our post-COVID environment?

Join Dave Briggs as he explores the long-term changes set in motion by the events of this past year and uncovers the new rules of engagement. Attendees will gain the knowledge they need to launch a revitalized marketing plan for 2021 and beyond.

Learn:

• How consumer expectations have changed
• Whether seminars or webinars should have a role in your prospecting plans
• The changing role of thought leadership and content marketing
• Which marketing strategies and tactics are now the most important for financial professionals?
• The must-have technologies and automations to attract the next generation of investors