I will be speaking about digital marketing for financial advisers at the Glacier IdeasLab Summit on 8 and 9 September 2020. Glacier Insights provides investment professionals and financial intermediaries with information on the markets, and I’m honoured to be invited to speak at the event.

Why financial advisers need the Internet more than ever

I do a lot of work in the investment and financial sector. One of the reasons I enjoy speaking to financial intermediaries and other wealth management consultants is because I understand the challenges they face and how to use digital marketing to overcome these challenges.

Financial advisers no longer control all of the information investors rely on to make financial decisions. Google has made access to all information free. 

What used to work for financial advisers – even before Covid – was simple: they are skilled salespeople who would meet prospects face-to-face. They were in control of all the information that investors needed when they were making decisions. Times have changed and the Internet makes owning all the information obsolete. Financial advisers no longer control all of the information investors rely on to make financial decisions. If they want their practice to make waves, the Internet is the most important tool.

My speaking slot will be from 10:55 – 11:25 on both days. I look forward to meeting everyone, and I will be doing a thought leadership article on digital marketing for financial advisers after the event.

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