Is the Medium Really the Message?

• What communication campaigns have worked for your firm?

• Have you seen effective campaigns from other peer firms that left you impressed?

  • Other enterprise firms?

  • Investment managers?

  • Technology firms?

• Does your firm utilize platforms like YouTube or, even TikTok to communicate your message?

• Is there a generational divide on the delivery means and target of your messages, for both customers and advisors?

AND

Searching for the Perfect Ecosystem:

• What type of integrated environment do you offer?

• What specific components do they include?

  • Custodian functions

  • Investment management

  • CRM

  • Financial Planning

  • Compliance

  • Anything else?

• Who gets the most out of your integrated ecosystem?

  • Home office

  • Advisors

  • Customers

• What do you believe that the next generation of your technology environment will look like?

• What would you like to include/change?