Data-Driven Advice on Marketing Yourself as a Financial Advisor

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Presented by

Heymika Bhatia, Karyn DeJong

About this talk

The importance of marketing is common knowledge, but where’s the research supporting it? Earlier this year, Morningstar answered this question by surveying nearly 290 financial professionals about advisors’ practices, their client needs, their business development strategies, and their challenges. Join researcher Heymika Bhatia and Karyn DeJong, director of advisor product marketing, as they share insights about how financial professionals can better market themselves. In this webinar, explore: · Pain points keeping financial professionals from marketing themselves well · The importance of digitization as well as personalization · Opportunities for financial professionals to expand their practice
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