Referrals: We are very pleased with the results of portfolio video statements. More than 10% of our clients watching the video were ready to refer clients to us
Engagement: We have seen an increase in client interaction with advisors. The clients can
directly reach our advisors with in-video Call-to-action (CTA) buttons in the
portfolio video statements.
The portfolio video statements also provided a medium to reach out to all
HNI clients with our market commentary.
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