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What Spotify can teach advisors about personalized marketing
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Technology can make end-of-year client communications more interactive and engaging.
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1. What Spotify can teach advisors about personalized marketing
By Ryan W. Neal
4 min read
Technology can make end-of-year client communications more interactive and engaging.
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2. How the pandemic changed advisor prospecting
Industry insiders discuss how their firms are helping advisors working from home create meaningful interactions with clients.
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3. 3 digital trends that will shape financial planning in 2021
By Fred Duden
3 min read
Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.
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