The wealth management industry has entered the phase where marketing must produce business results, according to speakers at the MarketCounsel Summit.
A lot of advisors have traditionally viewed marketing as a cost center; they invest the money to revamp their website, logo and colors, and then they’re done. But the industry is entering a new phase of modern marketing, where advisors use digital channels as a revenue driver, according to panelists speaking at the MarketCounsel Summit in Las Vegas this week.
