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#109 5 Marketing Trends for Financial Advisors

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Manage episode 380629559 series 2504220
Content provided by Oechsli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oechsli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

121 episodes

Artwork
iconShare
 
Manage episode 380629559 series 2504220
Content provided by Oechsli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oechsli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

121 episodes

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