Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms
ThinkLeader's Podcast
English - January 26, 2021 16:02 - 16 minutes - 10.9 MB - ★★★★★ - 2 ratingsInvesting Business News Business News economy bullmarket financialadvisors investing investmentstrategy largecaps midcaps smallcaps stockmarket stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms.
During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works.
Scott White, CEO of FMG Suite, addresses tools and tactics financial advisors find most valuable to their business, how to identify which components of the marketing technology landscape are here to stay, how they will impact business in the future, and much more.