Establishing a successful customer journey requires multiple marketing elements. Financial advisors and professionals are most “at-risk” when they have a singular marketing plan. When the pandemic hit, some advisors who were solely reliant on live event marketing and had no digital strategy faced serious issues. Advisors need diversification in their marketing just as they tell their clients every day that they need diversification in the investment portfolio.

Watch our latest TCJ (The Customer Journey) episode to learn more about the profiles of advisors we see at risk of being able to successfully grow their business.