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David Armstrong, editor-in-chief and executive director of content, WealthManagement.com, and Riskalyze CEO Aaron Klein discuss how advisors and clients are using technology to improve communications and the planning process.

David and Aaron highlight:

  • Why time may be running out for advisors to rely on bull markets to grow revenue, and how forward-thinking advisors are putting intentional marketing programs in place now. 
  • How the technology has evolved to help advisors meet prospects and clients through a “digital surround sound” approach.
  • Where advisors, with little to no marketing expertise, can begin to tell their story to bring the right prospects into their opportunity funnel.
  • How artificial intelligence may still be more “artificial” than “intelligence” in advisor technology; it won’t stay that way, but Klein believes it will never replace the human factor in financial advice.

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