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

Slide handout - 2023 Financial Planning Marketing Trends & Lookahead

Pdf Summary

This document is a presentation agenda that outlines the top 10 trends in the finance industry for 2023. The presentation is organized into sections like "Change Management Challenges," "Values Based Investing," "Hyper-Personalization," "Diversity Equity And Inclusion (DEI)," "Multi-Purpose Content," "Connecting With Real People," "User-First Content," "Show vs. Tell," "Customization," and "Micro Interactivity." Each trend is discussed briefly with additional information and statistics to support the trend. The document also includes examples of websites and designs that represent the trends mentioned. The presentation ends with a Q&A session. The document is from NAPFA, an organization that provides financial planning resources and events.

Keywords

top 10 trends

finance industry

2023

Change Management Challenges

Values Based Investing

Hyper-Personalization

Diversity Equity And Inclusion (DEI)

Multi-Purpose Content

Connecting With Real People

User-First Content