Independent wealth management is at a crossroads. Most firms will always have a human-led approach with relationship managers playing a pivotal role in engaging end clients.

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But client behaviours, the way they consume content and the ways they engage with brands have all changed at a pace that most wealth managers have struggled to keep up with.

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In this e-book we explore the challenges faced in wealth management alongside tech-driven strategies to drive revenue by efficiently engaging modern audiences:

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• Independent wealth management today - why is it so hard to scale?
• The importance of good design in driving content engagement.
• Content generation - why it is pivotal and how to do it without an in-house content team.
• Managing your content and how to activate it internally amongst client-facing teams.
• Best practice in sharing content to minimise sales friction, maximise audience engagement and gather rich analytical data for optimisation.

Get your copy here

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