How should wealth managers position their firms for success in the year ahead?
How should wealth managers position their firms for success in the year ahead? Scorpio Research recently concluded its survey of Wealth Management firm Chief Marketing Officers (CMO) in the Americas and Europe to discern trends and priorities in the coming year. David Lo (Associate Partner at Scorpio Research) and April Rudin (President of The Rudin Group) will discuss the survey's findings, the implications for wealth management firm marketing strategy, and what wealth managers can learn from CMO insights to apply to their own practices in the coming year.
This is an archived version of a live webinar that took place on 31 January 2018.
Register to access the webinar (audio)