Did you know 42% of investors want their Advisor to send personalized content tailored to their life events and interests?
Watch the webinar reply below on how to humanize your marketing with automated greeting cards.
In this session, you will learn how to:
- Stay top of mind with clients by aligning your brand to events in your client's life
- Drive revenue by sparking conversations around key financial events
- Tap into the hearts, minds and emotions of prospects and clients with eCards
*AdvisorStream eCards is available at an additional fee to your AdvisorStream subscription. Please note there may be some restrictions if you are under an integrated compliance workflow.