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In these volatile times, industry study after study continues to show that a majority of financial advisory firms are not growing, once you subtract out any revenue gains realized from market appreciation or for merger and acquisition activity.

As a result, new warning bells are sounding as the markets become more volatile and AUM levels are declining.

To solve for this problem, advisors need new, automated, technology-enabled ways to drive organic growth that leverages their limited time and resources.

In this white paper, we’ll highlight:

  • Industry evolution causing the decline in organic growth
  • New digital marketing technology now available to regain growth
  • Lessons from top advisors on how they are leveraging modern approaches to their CRM to rebuild and grow

Download the white paper to learn more.

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