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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Whitepaper | If you can't beat them, join them: Competing with robo-advisors through a hybrid advice model
Various industry trends—including evolving client expectations, increased mergers and acquisitions, and increased regulation—are pointing firms toward the competitive positives of financial planning; however, many firms are still struggling to effectively deliver the quality advice and client experience that this strategic shift requires.
Download our whitepaper to learn about this major shift in the advice delivery process and its effects on financial services.