Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.
Key Findings
The research uncovered the marketing strategies today that are actually producing new clients.
I believe the face of marketing has changed. And I’m not talking about “marketing in a crisis.” I’m talking about the fact that our ability to market our businesses and services may have changed forever (or at least for a long time).
I recently did a video/webinar presentation on Marketing in the Age of Social Distancing (the webinar replay recording is here). When I began researching for the presentation,
By Maribeth Kuzmeski
Internships and well-run intern programs have proven to be a successful way of hiring. The internship takes away the bias we may have of those who interview well, or have a showy resume. It will actually indicate how someone will perform. You find out what they are willing to do, work ethic, capabilities and moreover – their social intelligence.
At one large financial firm, they found that 33% of their interns transition into fully employed financial advisors.
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