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Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms
Manage episode 283238388 series 2410036
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.
58 епізодів
Manage episode 283238388 series 2410036
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.
58 епізодів
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