Just about anyone can click the send button and get an email out to their database. But is it thoughtful, original, and engaging content? Is every behavior along the customer journey being tracked and scored in real-time?
Watch Simplicity Lone Beacon’s newest TCJ (The Customer Journey) episode as Greg Dinetz and Mike Schaffman explain why financial advisor databases are truly untapped gold mines.
Was this article helpful? Should we publish more like this?
YesNo
