Marketing Automation is the Key.
Too many Financial Professionals spend too much of their time writing and sending marketing and communications, or too much of their money hiring outside help to do it for them. Marketing automation allows them to spend less time, yet do much more
What is it? In a nutshell: it's working smarter, not harder. Developing a robust, ongoing marketing and communication plan, and utilizing technology to execute it for you - so that you can focus on what you got into the business to do. Help your clients
"Set it and forget it" marketing. It's not a hands-off approach. It's a hands-on approach... with thousands of extra hands.