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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Client Engagement Trends to Watch for 2021

Client engagement can be a bit of a tightrope act. Just when you think you've found the perfect balance, things can shift; suddenly, what used to work to keep clients engaged isn't quite as effective anymore. By being aware of shifting trends, your firm will be better-equipped to adjust if client engagement begins to dwindle. And technology can play a pivotal role in making those adjustments. 

This article from FA Magazine highlights five important tech-related client engagement trends to watch in 2021.

[Read The Article]

 

Craig Hall
Craig Hall
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

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