Webinars With Industry Experts

Technology, Financial Professionals, And Client Engagement

Just 3% of advisors use Facebook "all the time" to serve and support clients, while 11% use Dropbox, 15% use online meetings, 23% use their website, and 25% use Office 365 to serve and support clients "all the time."

 

That's one nugget in a treasure trove of competitive intelligence you'll gain at this unusual webinar.

 

A4A has partnered with GDC Research and Dennis Gallant, an independent market research expert who has studied advisors for over 25 years, to create a series of studies providing A4A members with data about practice management and trends in running a professional financial advice practice.

 

To attend this session, you must fill in this survey. In exchange for spending 12 minutes to do so, we will give you this 56-slide presentation and script, a $300 value, for free.

 

This session will cover:

 

• Changing client and prospect engagement preferences

• Perspectives on serving clients remotely through digital tools

• Use of robo/digital advice

• Investor receptivity, capabilities and features that are most appealing

• Digital advice models most likely to succeed

• Better positioning of advisor practices in the digital marketplace

 

GDC Research is a research and consulting firm providing actionable and customized solutions for broker dealers, asset managers, banks, insurance firms, and other providers in the financial services marketplace. Our services include consulting, market research, competitive analysis, tactical and strategic planning, with expertise covering key trends in the asset management, retirement, financial advisor, and wealth management marketplaces.

 

This webinar is eligible for live CPA CPE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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