The State of Marketing Technology for Financial Advisors & Wealth Firms


Date: Tuesday, December 8th, 2020

Time: 2:00pm ET | 11:00am PT

Cost: Complimentary

Sponsored by:

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.

Join this complimentary webcast for insights from a recently commissioned industry survey into the state of marketing technology in the industry. You will learn:

  • Which tools and tactics other financial advisors find most valuable to their business
  • How to identify which components of the marketing technology landscape are here to stay and how they will impact business in the future
  • Which best practices are helping your peers effectively grow AUM by increasing referrals, nurturing prospects, closing new clients, and keeping them engaged for the long haul

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)