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!

The episode is available here and you can check out the full list of Top Advisor Marketing podcasts at https://topadvisorm.blubrry.net/. 

Let us know what you think in the comments. 

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