Author

Chris Sonzogni

Chris Sonzogni is the Director of Advisor Marketing at SmartAsset, where he helps financial advisors build meaningful relationships with prospective clients. Previously, Sonzogni helped financial firms develop their consumer and investor-facing brands, both as the lead on Investopedia’s custom content team and as an in-house marketer at PGIM Fixed Income and AllianceBernstein.

Guest Authors

Client Communication Trends Taking Over the Financial Planning Industry

Chris Sonzogni May 4, 2021

The coronavirus pandemic has impacted nearly every facet of the financial planning industry, but the biggest change may be to the way that financial professionals communicate with their prospects and clients. In March, venture capital…
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