Perspectives

What are financial advisors and their clients looking for now in terms of thought leadership?

The thought leadership interests of financial advisors and their clients haven't changed in this pandemic, they've intensified and accelerated.


Therefore thought leadership needs to be up-to-date and reflect one of three topics:

  • transparency into the markets,
  • specialized expertise, or
  • value-add information.


Transparency into the markets--educate constituents regarding anomalies in the market, the impact on investment strategies and resulting opportunities.


Specialized expertise--provide insights not gained elsewhere such as a high level perspective, granular highlights for particular strategies and a go-forward consideration.


Value-add information--address the needs of humanity from connecting in a virtual world to tips on working from home to support of local volunteer efforts.


And intentionally leverage your content across marketing channels including social media.



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