What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
Robert Sofia, Snappy Kraken, and Penny Phillips, Journey Strategic Wealth, examine the importance of marketing within the wealth management industry and what crucial tricks advisors are missing out on.
The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.
