Advisors Beware: Your Competition Is Moving at the Speed of the Internet
Technology has revolutionized the financial services industry. CRMs are revolutionizing how advisors are marketing and selling to their clients and prospects. Using websites, social media, email marketing, and digital messaging, advisors are delivering compelling marketing messages to clients and prospects daily, weekly, and monthly.
In less than five minutes, you can segment a portion of your book of business and send an article, video, or calculator that will drive a 5% to 10% response from recipients. Technology is your friend, and in the 21st century, your clients now expect you to use it.