With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.
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Free whitepaper | 5 strategies for increasing ROI with financial planning software
Three letters have historically dominated the financial advice industry and are seemingly more important for financial advisors now more than ever. These three letters, ROI (return on investment), are at jeopardy by three new letters, DOL (Department of Labor), in more ways than one. The industry shift is so great, that we are now witnessing conference hosts replacing “ROI” sessions with segments on the DOL fiduciary rule, and institutions around the country are concerned that their ROI will decrease due to the anticipated impact of the new fiduciary standards set by the DOL.
Download our free whitepaper to learn more about increasing your firm’s ROI in the wake of the DOL rule with financial planning software.