A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers at DeVoe & Co.'s annual conference.
AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.
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