Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.
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Whitepaper | You are what you send
Enhancing client communication with relevant content
The success of an advisor’s practice is built on the success of their client relationships. Between meetings with clients, communication via email and content marketing can build higher levels of trust in the client-advisor relationship.
However, not all communication adds value. So how will advisors know if they execute a communication strategy effectively? Do they have the adequate tools to meet the communication needs of increasingly diverse clients?
Download our whitepaper to learn more improving your client communication strategy.