Digital Divide: How to Market and Build Relationships in a Virtual Environment

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Since the onset of the COVID-19 pandemic, our professional lives have changed dramatically. Going into the office full-time is seemingly in the past and most in-person social interactions and networking opportunities have disappeared. As a result, financial advisors have to rethink their entire marketing strategy and explore new methods to create opportunities to build relationships with UHNW families and grow their firm. There are many ways to interact in the virtual, but how do you make them as effective as in-person interaction?

In her latest virtual discussion, Wealth Matters Consulting President Rosemary Denney explores how to rethink interaction with your audience in a way that will build relationships in a virtual environment. In this interactive roundtable discussion, financial advisors were able to discuss real-world examples, hearing what works, and what does not.

She draws upon her 15 years of experience in the industry to address:

  • How intentional outreach can lead to growth
  • Crafting content around common client questions
  • Using content across all relevant platforms
  • How to determine if you should host a digital event
  • Basic marketing rules to live by in a virtual world


If you are interested in learning more about how to build relationships with clients and prospects in a virtual environment, please do not hesitate to contact us. Our multi-faceted communications, marketing and public relations team has the skills and experience you need to stand out amongst your peers to grab the attention of UHNW families in the digital age.

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