FEW ADVISORS COULD HAVE FORESEEN a year like 2020, with a highly deadly pandemic emptying workplaces from coast to coast, turning the markets upside down (and back again), and battering the economy. And that’s not to mention this year’s widespread social protests and intense political polarization.
But if 2020 has brought unique problems, it has also set the stage for proactive advisors to really grow, says Jud Mackrill, chief marketing officer at Carson Group, an RIA with $12 billion AUM based in Omaha, Neb. “I see a very…
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source https://blog.jsa.digital/index.php/2020/09/30/financial-advisors-create-new-marketing-plans-for-covid-period/
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