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Jun 02, 2021

Today’s marketers are working to transform their communication strategies to make better use of marketing channels (e.g. web, email, social media, apps) to meet the changing communication preferences of advisors, consultants, investors and shareholders. They are focusing efforts on content marketing, lead generation, personalization, segmentation, analytics, marketing automation and alignment with sales strategies and activities. All with the goal of driving asset growth.

This report includes the results of participating Benchmarking firms’ marketing practices.

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