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#109 5 Marketing Trends for Financial Advisors
Manage episode 380629559 series 2504220
Understanding the affluent investor's preferences is more crucial than ever.
Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come.
Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024.
Want all the juicy details? Check out our full research here: oechsli.com/research
Big shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azl
LEARN MORE:
www.oechsli.com
OUR SERVICES:
Oechsli Coaching - https://bit.ly/3qJ8UWk
Oechsli Social Content - https://bit.ly/3qM2vd2
Oechsli Digital Ads - https://bit.ly/3AhXuvE
Oechsli Video - https://bit.ly/3GRsFAA
Oechsli Newsletters - https://bit.ly/3tHbTQY
Oechsli Websites- http://bit.ly/2KUw04w
Oechsli Podcasts - https://bit.ly/3NgddRm
FOLLOW US ON:
Instagram: https://bit.ly/3KtYvpi
Facebook: https://bit.ly/3GQ8rXT
LinkedIn: https://bit.ly/33C6e3Z
115 jaksoa
Manage episode 380629559 series 2504220
Understanding the affluent investor's preferences is more crucial than ever.
Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come.
Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024.
Want all the juicy details? Check out our full research here: oechsli.com/research
Big shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azl
LEARN MORE:
www.oechsli.com
OUR SERVICES:
Oechsli Coaching - https://bit.ly/3qJ8UWk
Oechsli Social Content - https://bit.ly/3qM2vd2
Oechsli Digital Ads - https://bit.ly/3AhXuvE
Oechsli Video - https://bit.ly/3GRsFAA
Oechsli Newsletters - https://bit.ly/3tHbTQY
Oechsli Websites- http://bit.ly/2KUw04w
Oechsli Podcasts - https://bit.ly/3NgddRm
FOLLOW US ON:
Instagram: https://bit.ly/3KtYvpi
Facebook: https://bit.ly/3GQ8rXT
LinkedIn: https://bit.ly/33C6e3Z
115 jaksoa
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