Marketing for Modern Advisors

Corporations put millions of dollars and thousands of hours into finding a marketing plan that accomplishes any number of goals—awareness, engagement, sales, and more. But for independent advisors, throwing money at the problem isn’t necessarily the solution. We talked to two of Morningstar’s leading voices on financial advice to get practical ideas that can help advisors build their client lists and create stronger relationships with clients and prospects. 

Our new paper examines:
  • How advisor marketing has evolved in the online era
  • What advisors should expect from digital marketing efforts
  • Why shared values can create a deeper client bond