Whitepaper | TechLeaders: 3 critical steps for creating an effective digital strategy

April 19, 2016 by Katelyn Rattray

Tech Leaders whitepaper cover

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Whitepaper | 3 critical steps to creating an effective digital strategy

Advisors dismiss a digital strategy at their own peril. Far from a John Henry-like contest between man and machine, today’s technology complements a financial planning practice in a way that enhances the client experience, streamlines processes and exponentially enhances growth.

It all adds up to technology as table-stakes in a new era of financial planning, one advisors must embrace in order to move forward. But how to begin? Download our white paper, which details three important steps to effectively embracing a high-impact digital strategy.

Download this whitepaper and start creating an effective digital strategy today.

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