When communicating with any type of #financial client, whether #investor, plan participant or policy holder, know their financial literacy. It's likely lower than you think, even for #HNW. #compliance needs to acknowledge it too.
As #financial #marketers, we track all sorts of client contact points. We want to say kudos to United Income from Capital One for the msg they sent to clients about coronavirus. It's the hand-holding that #investors need and may not be getting from their #roboadvisors. #fintech
First Schwab and TD Ameritrade and now Merrill and E*Trade. Everyone knew 2020 was going to be a year of #M&A but these are game changing. #fiserv #wealthmanagement #morethanHNW
Certainly, this doesn't reflect the behavior of any of our #RIA or #wirehouse #advisor clients. But let it be a lesson to the rest of you. #wealthmanagement #naughtylist
Considering that most American's start investing through their #401k or #IRA, this is the place to hunt for prospects. But pricing may limit enrollment if they don't provide enough value. #wealthmanagement #retirement #invest
