Fintech has been instrumental in improving advisor efficiency. But that increased efficiency hasn’t necessarily led to meaningful growth.
As the wealth management industry continues to evolve, RIAs looking to redefine their value and tell their story more effectively have decisions to make. As they think about tools to help grow their businesses, canmarketing technology (martech) help advisors stand out from the competition?
In this episode, Doug Fritz, Co-Founder and CEO of F2 Strategy, joins hosts Bill Coppel, Chief ClientGrowth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into the question.
Listen as they explore: