Volatility was the theme of 2020, and abrupt changes in the marketplace posed challenges for many financial professionals.
When in-person meetings and events abruptly halted, so did advisor marketing confidence. But financial professionals with a defined marketing strategy found ways to overcome the challenges and succeed, leaning into digital tactics to connect with clients and prospects through social media, webinars and other digital avenues.
With a well-defined marketing strategy, you can turn future uncertainty and volatility into opportunity. It all starts with a well-defined, all-weather marketing plan.
Broadridge is here to help you reimagine your marketing strategy so you are prepared to meet your goals, no matter what the year brings.
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