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Next-Gen advisors have a leg up on the tactics that engaged yesterday’s Main Street foot traffic: Access to the sophisticated digital marketing tools that target ideal clients, optimize messages and drive new client acquisition.
Research shows that unlocking your firm’s digital toolbox can be directly tied to larger accounts and greater ROI. The data-enabled advisor who hones his/her client acquisition strategy and targets content to the individual – not the masses – will increase productivity, strengthen relationships and grow new revenue. Firms who empower advisors with digital solutions reap the rewards of higher advisor satisfaction and reduced turnover.
Broadridge’s Kevin Darlington shares 5 insights to drive digital traffic to the advisor website (or “storefront”) in this article in Target Marketing Magazine.