Establishing a Digital Baseline for Your Advisory Business
Advisors don’t need to be digital design geniuses or social media influencers to create and maintain an effective internet presence. Conversely, in 2023 financial professionals must have at least a basic online foothold. Younger generations prefer to operate remotely and digitally, and most retirees are now comfortable with smartphones and social media. It’s a cliche, but we need to fish where the fish are.