“These experts are highlighting that a modern email program can quickly addresses 3 hot topics for Advisors and their Firm’s in 2021:
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Changing client expectations for more proactive, personalized interactions
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Firm’s want digital tools that quickly scale for higher impact and ROI
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Advisors want more operational support instead of more “do-it-yourself” tools
In the sections below we cover each of these 3 areas in a more detail…”
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