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CutterCast

Mar 18, 2021 10:30 AM - 11:30 AM ET    Online

Automation of Client Acquisition for Wealth Management

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SUMMARY

SUMMARY

Marketing automation and smart prospecting tools increase advisor efficiency in prospecting and yield more effective marketing campaigns. Despite the potential benefits, automating these processes is far from straightforward. This CutterCast explores common applications for automation in wealth managers’ client acquisition processes and examines key challenges to implementation.