2023 Financial Planning Marketing Trends & Lookahead-2023 Financial Planning Marketing Trends & Lookahead

2023 Financial Planning Marketing Trends & Lookahead - Recording

Video Transcription

Video Summary

The video content covered 10 trends in marketing and design for financial focus companies. The first trend discussed was hyper-personalization, which includes customizing marketing strategies for target audiences. The importance of values-based investing was also highlighted, as consumers increasingly want to align with brands that share their values. Another trend mentioned was the use of simple and impactful visuals, including the emphasis on negative space and typography. The video also touched on the use of video on websites, with a focus on shorter, engaging videos rather than long, overwhelming ones. Additionally, the importance of tracking and measuring marketing efforts was emphasized, using tools like Google Analytics to see where new clients are finding the firm. Finally, the importance of developing a strategic approach and staying true to the firm's brand identity was discussed. Overall, the content stressed the importance of connecting with real people and creating a human-human connection through marketing and design strategies.

Keywords

trends

marketing

design

hyper-personalization

values-based investing

visuals

video on websites

tracking and measuring

brand identity