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Finance|December 11, 2023

Marketing Tactics to Grow Your Financial Advisory Practice

Learn how to attract new clients during the current generational wealth shift.

Get exclusive insights from Cindy Hutter, Director of Brand Marketing & Strategy, and Tina Williams, Senior Director of Finance Category & Client Development, as they discuss how to harness the power of data to supercharge client acquisition, and to leverage the power of multiscreen and AI.

In this 30-minute webinar, you’ll learn about:

  • The changing landscape of client acquisition.
  • Why client acquisition practices need to adjust.
  • Data-driven strategies and modern ad techniques to grow your firm.
  • How AI-powered marketing expands reach.