The Covid-19 Marketing Model

Next-gen technology opportunities to help you win new business

Covid-19 has transformed marketing for the financial advisor.  Meaningful virtual communication and engagement are essential for client growth and retention.  Our recent study, The Broadridge Next-Gen Technology Pulse Survey, says that almost all firms expect to recover within 2 years. Organizations that seize upon next-gen technology opportunities may widen their competitive advantage.  

Key takeaways:

  • Inbound and outbound marketing techniques that get results
  • What key changes should you make to your website and social media channels

  • Compelling information that your clients and prospects are asking for and keying in on

  • Optimizing the process of public seminars and virtual webinars

  • The three primary content components of effective digital communication

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