Updated December 19, 2023, at 4:23 PM

What if you could know precisely what people are looking for to tailor your marketing and messaging around their financial concerns and consumer preferences?

A while back, we surveyed over 100 retail clients to gauge and provide insights into how you can increase engagement that drives your business forward as a financial professional. The survey results revealed what clients are most concerned with and the preferred mediums to use when communicating—among other things.

We took another look at the results and brainstormed some marketing and promotional tactics that you can put to use to help you connect with your clients and deliver on what they’re looking for from a financial professional.