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Hot Topics and Trends in Advisor Communication

What are the must-have tools to reach your target audience?



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Hot Topics and Trends in Advisor Communication

There are hundreds of outlets for marketing and advertising a financial advisor’s services or practice.  Today, with the vast fragmentation and choices in communication delivery outlets, an advisor’s own confusion as to what, how, and how often is at an all-time high.

What are the must-haves versus the nice-to-haves communications and outlets to cost effectively and efficiently reach your target audience? And how, starting with your own branding strategy, do you properly carry it through to every element and method of your communications?

Different tools and communication formats, including case studies, white papers, interactive content, and more are presented in this panel session from the Broadridge Matrix Get Connected Conference. Get your story into the hands of your clients and prospects.

Panel participants:

  • John Bracco, Senior Director of Sales, Broadridge Advisor Solutions (moderator)
  • Chris Diskin, Vice President Digital Marketing, Wells Fargo
  • LeAnn Swanson, Product Manager – Advisor Facing Technology, Advisor Group
  • Suzanne Stelling Chochrek, Vice President, Business & Market Development, Securian