1. What Spotify can teach advisors about personalized marketing

By Ryan W. Neal 4 min read

Technology can make end-of-year client communications more interactive and engaging. Read More →

2. How the pandemic changed advisor prospecting

Industry insiders discuss how their firms are helping advisors working from home create meaningful interactions with clients. Read More →

3. 3 digital trends that will shape financial planning in 2021

By Fred Duden 3 min read

Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden. Read More →

Unsubscribe | About | Contact | Privacy

Arizent

One State Street Plaza 27th Floor, New York, NY 10004