What’s New In Financial Advisor Digital Marketing?

It was a weekend of hobnobbing with financial planners and investment managers at the Washington State Convention Center in downtown Seattle. The annual Financial Planning Association Conference was revealing in several respects.

I was surprised by the new social media and marketing companies targeting financial planners. Finally, it seems like financial services is being pitched the same level of social engagement and digital marketing platforms we see for other industries. Three highlights:

[Read more…]