AssetMark Launches Digital Prospecting Capability for Advisers
The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests.
The new tool makes it easier for advisers to reach prospective clients and gain insight into their needs, preferences and interests.
Though they spent more on marketing overall this year, financial advisers have questions about the return on marketing spend.
Advisers need to balance the many demands on their time that come from running and expanding a practice.