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Financial Marketing Insights

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

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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.

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