Oechsli’s Stephen Boswell explains how financial advisors can proactively generate introductions in a socially-distant landscape. When it comes to financial advisor marketing, the need for referrals and introductions remains, the end goal is the same, but the way in which we approach it is a little different. Your clients like you and are generally happy to help.This approach is all about helping them help you.
source
Financial Advisor Marketing: Digital Introductions
