Our co-founder, Andrew Healy, recently chatted with Matt Halloran of the Top Advisor Marketing podcast, where they talked about:
– How COVID-19 forced RIAs to adapt – and in many cases, adopt for the first time – their digital marketing approach
– How it changed the client experience overnight and how advisors can use technology to their advantage
– And why fundamental aspects of advice-giving was able to shine during the dark early days of the pandemic
– And more!
Let us know what you think in the comments.