Timothy D. Welsh, president, Nexus Strategy, and Marie Swift, president and CEO, Impact Communications, talk about the mix of old school marketing and current digital strategies to promote an advisor’s business.
Tim and Marie discuss:
- Opportunities with the new SEC marketing rule and how Impact Communications approaches those discussions with advisors.
- What content marketing strategies are working today, and increasing brand visibility by combining old-school techniques with advanced technology.
- Fresh from the T3 technology conference, Marie’s take on the future of CRMs, marketing technology, portfolio management and automated content distribution platforms.
- What advisors should be looking for in 2022.