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Managing a client population, nurturing productive relationships, and reinforcing client satisfaction and...
How Do Clients Want to Engage Financial Advisors?
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18 February 2025
Brent Walker
Managing a client population, nurturing productive relationships, and reinforcing client satisfaction and loyalty can be challenging for a financial advisor or wealth manager, especially when the advisor has a sizeable client base and is pursuing.
Top Trends in Financial Services Marketing for 2025
11 February 2025
Brent Walker
The financial services, wealth management, and banking industries are highly competitive, and effective marketing is critical now more than ever for prospect acquisition and client retention. While estimates vary, there are approximately 300,000.
Harnessing Psychographic AI™ to Redefine Consumer Engagement in Financial Services
6 February 2025
Ran Mullins
In an industry where differentiation is increasingly tricky, financial services firms are turning to Psychographic AI™ to gain a competitive edge. This advanced technology enables organizations to go beyond traditional demographic and socioeconomic.
How Do Different Consumers Invest in Different Market Conditions?
30 January 2025
Brent Walker
We are now in 2025 with a full year ahead of us, under a new Administration with a decidedly different approach to the economy. Whether this approach leads to economic growth, short- or longer-term decline, or something in-between is yet to be seen..
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