About This Episode

Broadridge recently released its second annual financial advisor marketing survey which revealed the contrasts between effective and ineffective marketers, as well as an expected move to digital due to the continued impact of COVID-19. This year’s survey also shed light on the lack of marketing strategy among advisors and in turn, dissatisfaction with marketing ROI.

About Our Guest

Kevin Darlington leads product development at Broadridge, and is here to discuss that survey. He and his team bring business-building solutions to financial advisors and insurance agents. He has been working on the firm’s newest innovations, which leverage machine learning to empower advisors to optimize their client acquisition efforts.

Show notes

Here is a link to the Broadridge web site, where you can find more information about its survey and the solutions that Kevin and his team offer for financial advisors.