7 Question Quiz: Are your Investment Advisors Set Up for Success?

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7 Question Quiz: Are your Investment Advisors Set Up for Success?

Your Advisors need 24/7, timely marketing support to thrive and survive.

As their marketing leader, you have a tough job on your hands.
You have many and varied Advisors … who serve many and varied clients … in a highly regulated industry.

According to Accenture, the FinTech (financial technology) revolution is upon us. Investment in financial services technology tripled from 2008 to 2013 and continues to grow at an astonishing pace.

This 7 question quiz will help you decide if you are setting up your Investment Advisors for success.  Topics and insights include:

  1. Uh Oh! Compliance!  Are you keeping up?
  2. Do your Advisors feel engaged and supported?
  3. Are you helping to keep your Advisors’ clients happy?
  4. Is your platform missing the boat on the Great Wealth Transfer?
  5. Are you measuring what works – to enable an ever-improving client experience?
  6. What is your risk level from lawsuits, investigation, fines, and damaging PR?
  7. Does your digital platform help grow business, 24/7?

Read on! Click on the eBook below to find out if you are setting your organization and Advisors up for success.

Are you setting your Investment Advisors up for Success?