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Resources

Four Simple Steps to Upgrade Your Digital Strategy

Rob Kron
Advisor Education Consultant
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In today’s virtual world, the success of your overall growth strategy increasingly depends on the digital components. Investors of all ages and asset levels now conduct most of their research for potential financial professionals online. And once they become clients, decisions about whether to stay or leave may hinge as much on their satisfaction with their virtual interactions with you as the in-person variety.

By potentially enhancing every part of your clients’ journeys, a solid digital strategy can be a valuable competitive advantage. Below are four key steps for getting more out of your online efforts.

For more insights and actionable ideas for elevating your digital client experience, please see our Digitally Engaged Financial Professional brochure (for financial advisor use only), part of Nuveen’s comprehensive Building a Better Practice program. You can also reach out to your Nuveen Advisor Consultant.

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