Name
Case Study - What is the next big area for Wealth firm marketing focus / effort?
Date & Time
Thursday, October 17, 2024, 8:45 AM - 9:20 AM
Description

What is the next big area for wealth firm marketing focus / effort? Wealth firms’ growth and maintenance strategies are increasingly dependent on marketing initiatives – so what does that really mean in terms of what is needed to drive these strategies? Wealth firm audiences include both B to B and B to C targets, which implies diverse needs to create strategies and tactics to support multiple models. Innovative content is king. How do you evaluate / create / curate content? Do you rely on 3rd parties? How are you relying on AI? If so, any recommendations? Do you create your own content? How does that content relate to the audiences you serve? Segments? How is the creation and delivery of the content aligned to the prospect/customer/advisor?