Automation: An effective way to enhance marketing success
Pete Muckley | InvestmentNews, August 2017
Read the article online >Summary: Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote their services. Unfortunately, even when advisers have great content ideas and the best intentions to improve client communications, they don't have time to execute.