#109 5 Marketing Trends for Financial Advisors The Stephen and Kevin Show

Understanding the affluent investor's preferences is more crucial than ever.Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come.Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024.Want all the juicy details? Check out our full research here: oechsli.com/researchBig shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azlLEARN MORE:www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z