Covid has changed the way consumers search online. Nowhere more than in wealth management.
The market has been extremely volatile and is still changing rapidly.
Armed with insights from Google, Receptional’s content marketing expert, Dave Clough, has identified the winners and losers amongst the top 20 wealth management firms.
In this 45-minute online masterclass, Dave will explain:
- Which firm is performing best in Google’s rankings
- Who are the winners and losers from Covid?
- What the winners do well
- How the worst performers can improve
The firms we benchmarking are: 7 Investment Management, Barclays Wealth, Brewin Dolphin, Brooks MacDonald, Brown Shipley, Cazenove, Charles Stanley, Close Bros, GAM, Grant Thornton, Investec Wealth, James Hambro, JM Finn, Killik & Co, LGT Vestra, Mazars, Quilter Cheviot, Rathbones, Rowan Dartington, Sarasin, Smith & Williamson, St James’s Place, and Tilney.
Watching on your mobile? Click the link below to be taken to the video on YouTube: https://youtu.be/lp6uPjp-Ac4
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