When you’re a financial advisor for business owners, there are many ways to market your business. From social media to blog posts to email marketing, the number of choices can be overwhelming.  And, you probably have a lot of questions, like: What is marketing for financial advisors? How will a digital marketing strategy help bring in new clients? How can financial advisors like me build a marketing plan? 

As technology continues to shape the financial industry, the rise of robo-advisory platforms has transformed the way individuals invest. While automation has brought efficiency and convenience, there has been a growing realization that emotion plays a significant role in investment decision-making. This has led to the integration of emotional intelligence in robo-advisory, bridging the gap between human touch and technological automation.

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