Abby Salameh of Hightower.
Advisory firms should step up their marketing and other communications initiatives to best serve their clients and take advantage of opportunities to grow their businesses during this difficult time, and they don't need to be expert technicians or spend bundles to do so, according to RIA marketing experts who spoke Tuesday during the webinar "Marketing Secrets of Billion-Dollar RIAs."
Advisors must, however, be open to listening to other perspectives and trying out new initiatives that can potentially help their businesses, they said. At the same time, it's also a good time for advisory firms to shift their marketing away from business continuity issues and other COVID-19 crisis specifics in favor of new legislative and other information, as well as fun, lifestyle-oriented ideas that clients and prospective clients will find useful now that the situation has stabilized somewhat, they pointed out.
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Jeff Berman
Jeff joined the ThinkAdvisor team as a staff reporter in July 2019. Before joining ThinkAdvisor, he was a freelance reporter for five years, covering mainly technology, business, media and entertainment news for publications including The Miami Herald, Newsday, TheStreet.com, Long Island Press and multiple American City Business Journals websites. He also reported for several consumer electronics publications and was a technology reporter for publications of the Media & Entertainment Services Alliance. Prior to that, he worked as a reporter and editor for Consumer Electronics Daily and other Warren Communications News publications for 15 years. He graduated with an MA in journalism from New York University.
