Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms

ThinkLeader's Podcast

コンテンツは James DeAngelis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、James DeAngelis またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

3+ y ago 16:24

MP3•エピソードのホーム

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.

63 つのエピソード