To achieve their growth objectives, advisors should set three important goals for their online marketing, a technology firm executive told advisors at Bob Veres Insiders Forum.
Justin Wisz, a cofounder of Vestorly, a New York-based firm developing marketing platforms for financial services clients, says advisors should set at least three goals for their online marketing: To create a delightful experience for your clients, to make your online marketing tactics are easy to deploy, and to get an actual return on the investment for your time spent on the web.
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