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Tuesday, December 6, 2022

NEXT Podcast: Digitizing Your Follow From Finish-to-Finish

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Each a part of your consumer expertise and enterprise administration could be enhanced and made extra environment friendly by digitization and automation.

On this episode of NEXT, Mark Bruno, managing director at Informa Wealth Administration, speaks with Jason Pereira, senior companion at Woodgate Monetary Inc., about tips on how to implement an end-to-end complete planning course of as seen from the attitude of the consumer, the advisor and their employees.  

Particularly, Mark and Jason focus on:

  • Content material improvement methods for elevating consciousness of an advisor’s agency and capabilities
  • Expertise and distribution instruments to assist execute and enhance ongoing advertising and marketing and one-to-one outreach campaigns
  • The most recent digital onboarding sources, methods and functions
  • Putting the suitable stability of communication with present purchasers and prospects

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