Advisors adopt AI for marketing while maintaining a mix of old and new methods
Advisors are increasingly integrating artificial intelligence into their marketing strategies while still valuing traditional methods. The combination of digital tools and personal relationship-building is seen as essential for attracting high-quality leads. As the landscape evolves, advisors are finding success in both innovative and conventional approaches to client engagement.
- ▪Advisors are experimenting with AI and digital tools alongside traditional marketing methods.
- ▪New digital strategies have led to higher-quality leads, including high-net-worth clients.
- ▪Community-building events and referrals remain important for maintaining human connections.
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Open this photo in gallery:New tools, such as artificial intelligence, are changing how some advisors market themselves.Mininyx Doodle/iStockPhoto / Getty ImagesShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountFor advisors, finding the best way to connect with potential clients is a constant experiment between using emerging technologies, such as artificial intelligence and other digital tools, and relying on the soft skills that have made them successful in the first place, such as relationship-building.Grant White, portfolio manager and investment advisor with Endeavour Wealth Management at iA Private Wealth Inc.
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