Be the first to like this
U.S. equities have recently entered into positive territory for the year after months of heightened volatility. While this is good news for investors, it may mean that clients will suffer from “breakeven-itis” and look to find a new asset manager. Do you have an acquisition strategy to take advantage of clients actively or passively looking for new management? Review this webinar to see financial services marketing experts Joe Paone and Mike Madden review how leveraging marketing automation can help you acquire more clients during periods of market uncertainty.