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Increase AUM with Marketing Automation, Part 2: Acquire Clients During Volatile Times

U.S. equities have recently entered into positive territory for the year after months of heightened volatility. While this is good news for investors, it may mean that clients will suffer from “breakeven-itis” and look to find a new asset manager. Do you have an acquisition strategy to take advantage of clients actively or passively looking for new management? View this webinar to hear from financial services marketing experts Joe Paone and Mike Madden on how leveraging marketing automation can help you acquire more clients during periods of market uncertainty.

Watch this webinar to learn about:

  • Acquisition strategies in volatile markets
  • Key marketing trends in financial services
  • Leveraging marketing automation to acquire more clients and grow AUM