{"id":5903,"date":"2019-01-02T07:51:38","date_gmt":"2019-01-02T15:51:38","guid":{"rendered":"https:\/\/blog.investmentpal.com\/?p=5903"},"modified":"2019-01-02T09:09:56","modified_gmt":"2019-01-02T17:09:56","slug":"recurring-financial-advisors-new-year-resolutions","status":"publish","type":"post","link":"https:\/\/blog.investmentpal.com\/financial-advisor-new-year-resolutions","title":{"rendered":"Recurring Financial Advisors\u2019 New Year Resolutions"},"content":{"rendered":"\r\n<p>For 3 years running, increasing digital marketing channels has been a New Year Resolution for financial advisors.\u00a0 Over the years, <a href=\"https:\/\/seic.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"SEI  (opens in a new tab)\">SEI <\/a>has been conducting surveys of financial advisors to understand what are their top priorities in enhancing their practices and serving their clients.\u00a0 In this post, we identify 5 recurring new years goals and resolutions which are have been cited as top priorities by financial advisors in 2019 and also in the previous 1 to 2 years.\u00a0 These recurring New Year goals and resolutions are<\/p>\r\n<p>\r\n\r\n<\/p>\r\n\r\n\r\n\r\n<ul>\r\n<li>increase digital marketing channels<\/li>\r\n<li>increase client educational events and resources<\/li>\r\n<li>increase client referrals<\/li>\r\n<li>implement technology workflows to increase practice efficiencies<\/li>\r\n<li>conduct more outward-facing marketing activities<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>We wish you success in using social media as a digital marketing channel to grow your business in 2019!<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5913\" src=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2019\/01\/Recurring-new-year-resolutions-2019-Financial-advisors.png\" alt=\"financial advisor new year resolutions\" width=\"728\" height=\"1604\" srcset=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2019\/01\/Recurring-new-year-resolutions-2019-Financial-advisors.png 728w, https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2019\/01\/Recurring-new-year-resolutions-2019-Financial-advisors-136x300.png 136w, https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2019\/01\/Recurring-new-year-resolutions-2019-Financial-advisors-465x1024.png 465w\" sizes=\"(max-width: 728px) 100vw, 728px\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p>&#8212; <a href=\"https:\/\/investmentpal.com\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"InvestmentPal (opens in a new tab)\">InvestmentPal<\/a><\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>For 3 years running, increasing digital marketing channels has been a New Year Resolution for financial advisors.\u00a0 Over the years, SEI has been conducting surveys of financial advisors to understand what are their top priorities in enhancing their practices and serving their clients.\u00a0 In this post, we identify 5 recurring new years goals and resolutions [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"footnotes":""},"categories":[60,77,88],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - 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