The Do's and Don'ts of Advisor Marketing by Janet Levaux - ThinkAdvisor
Marketing challenges have piled up for advisors due to the pandemic, as well as rapid changes in social media, technology and other factors.
To look at the best practices of 2021 and what lies ahead for advisors, ThinkAdvisor asked April Rudin, founder and CEO of the wealth management marketing firm The Rudin Group (shown on the right in the photo), and Meghan McCartan, managing director and head of marketing for Hightower Advisors, to break down the do’s and don’ts of this important area (shown on the left).
In their discussion, the two veteran marketers talk about the impact of working from home. They also delve into the ins and outs of websites, social media marketing, digital advertising, lead generation, prospecting, working with centers of influence, and what lies ahead when it comes to ways to best reach clients and prospects in 2022.
The Rudin Group works with financial services firms on highly differentiated messaging, positioning, compliant content creation and strategic consulting services. It opened its doors in 2008.
