Blensley Point-du-Jour, Vice President, Marketing Services at Discovery Data, shared his insights and discussed best practices on how to effectively reach advisors in these virtual times at SunStar’s recent conference, Strategies to Engage Advisors & Attract Assets.
When the pandemic arrived, the world came to a screeching halt. Across the globe, people shifted to work from home and businesses scrambled to adapt their policies and practices.
Yes! If you are not sure how to harness the potential of social media to build your practice look no further.
Advisors have a lot in common with athletes and can learn from their training, successes, and mistakes.
Amid the flood of information financial advisors receive, it can be hard to cut through the extraneous stuff to find valuable input. The good news for mutual fund companies is that financial advisors want the information they can provide — however, they do have some definite preferences about the type of information they need and how it’s delivered.