In this video you will learn the basics of what a lead magnet is for financial advisors, how to create a landing page to house the lead magnet, and how financial advisors can use lead magnets to develop their email contact list and get new prospects. It’s important for financial advisors to have a way […]
Practice Management
Should I Move my RIA Firm to the Cloud?
This article covers what the risks and rewards may be for RIA firms considering moving to the cloud.
November 2, 2017
