<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

The Pros and Cons of Marketing Automation

A common complaint among RIAs is that marketing is too time-consuming to manage without hiring a dedicated marketing manager. Automated marketing can help firms maintain a robust marketing schedule without the time burden, but it's just a tool — and like any tool, you have to know how to use it to get the best results. This article from Advisor Perspectives discusses the pros and cons of marketing automation.

[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.

Related Posts

How Digital Disruption Can Help Your Firm

Do in part to regulatory restrictions, the financial industry can lag in out-of-the-box thinking when it ...
Logan Burgess Aug 2, 2021 9:00:00 AM

Give Clients the Broad Strokes with "Rule of Thumb" Content

While it's always worthwhile to explain the intricacies of investing, wealth management, or retirement pl...
Logan Burgess Jul 26, 2021 9:00:00 AM

The Pros and Cons of Marketing Automation

A common complaint among RIAs is that marketing is too time-consuming to manage without hiring a dedicate...
Craig Hall Jul 19, 2021 9:00:00 AM