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Financial Marketing Insights

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

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The Importance of Embracing Technology in 2021

If you weren't already convinced of the valuable role technology plays in helping your firm grow and evolve, the pandemic has made it clear. Tech solutions play a more crucial role than ever in delivering the service your clients have come to expect.

This article from InvestmentNews highlights four key strategies for becoming more digitally empowered 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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