Webinar: Financial Manager Guide to Digital Marketing & Business Risk Management

Webinar: Financial Manager Guide to Digital Marketing & Business Risk Management

What you will walk away with:

  • How to focus marketing resources on those that have a higher likelihood of converting
  • The changes in digital advertising and business risk management over the last 12 months and their impacts on the way forward
  • Impact of major changes in the advisory domain such as the merger with Schwab and TD and how this is going to affect your clients
  • What type of digital advertising approach would be good when an advisor focuses on a specific type of client
  • COVID-19 has shifted the world. How has that affected digital marketing?
  • The best ways to reach potential clients through digital marketing