Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?
Perficient
FEBRUARY 15, 2022
59% of millennial investors were most likely to use video chat with their advisor. which highlighted increasing the focus on advisor marketing technologies and digital advertising to increase lead generation and new client acquisition, and it’s becoming clear that the old way of finding and interacting with investors is dying.
Let's personalize your content