February 22, 2015
“Working collaboratively with industry consultants and thought leaders, I work to provide advisors with key insights to better understand the social media space, and bring their business vision to life through innovative and cost-effective solutions designed to build sustainable growth and enduring value for advisory firms.”
Erin Furtado Program Specialist, Practice Management
Over the last 10 years, strategies that RIAs have commonly used to market themselves and communicate with clients and prospects have evolved profoundly with the rise and prominence of digital channels. With consumer behavior changing and traditional prospecting strategies like cold calling, mass advertising and direct mail becoming less effective at “cutting through the noise”, it’s critical to commit to your digital presence as a means of connecting with your target markets. The way that consumers are choosing their Financial Advisors has changed as well, with many turning to online resources to research, engage with and eventually find the advisor that’s the right fit for them.