5 Marketing Strategies That Worked for Us in 2020—And 2 That Didn’t
Dec 7, 2020
By Debra Taylor, CPA/PFS, JD, CDFA
With the onset of the pandemic this year, advisors everywhere had to reshape their marketing strategies on the fly. Despite the rapid adaptation, this practice managed to bring in more new clients and assets than ever. Here’s what succeeded for them.