Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools
Advisers were quick to embrace new digital tools this year, new research shows. Firms tried a number of tactics to get everyone on board.
December 14, 2020 3 MINS
Whether they wanted to innovate – or a pandemic forced their hand – advisers made a great leap forward embracing digital marketing tools in 2020. Forty-two percent of advisers have used a new digital marketing or technology tool for the first time this year, while 88% have expanded the use of at least one tool, new research shows.
The findings are part of an ongoing research project between Transamerica and