Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
| | | | | Q: How are you helping advisors with client messaging at a really difficult time?
A: “We just launched this fully digital, automated marketing platform which completely changes the game with how [advisors] are engaging and communicating with their clients, but also prospecting. Right now there’s a huge opportunity to gain market share in their local communities with some prospects who may be disappointed with how an existing financial advisor has served them during this crisis,” says Hightower Chief Marketing Officer Abby Salameh. (Answer has been lightly edited for length and clarity) | |
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