gettyEven when wealth management could rely on in-person events, we still had analytics: marketing departments could count event attendees or business cards dropped into a bowl. Wealth management firms are right to ask – how many of these providers can genuinely help win more business? For ten years I’ve been saying it: when it comes to social media, More Is NOT Always Better! Past experience as a wealth management influencer has led to the conclusion that less is more when the quality is apparent. Wealth management is finding out just how costly it is to neglect brand.

Source: Forbes July 09, 2021 12:32 UTC