With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.
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Free whitepaper | Connecting the dollars to digital: the ROI behind digital advice
It is hard to ignore the hype around The Digital Revolution in financial services. As with anything new and trendy, many cannot help but wonder if it is here to stay or if it will be nothing but an afterthought by next year. Are the early adopters really reaping the rewards of embracing FinTech trends?
The answer is an overwhelming yes – dollars and digital go hand in hand. Utilizing available FinTech tools has proven to be beneficial for both clients and advisors in every step of the planning process.
Download our free whitepaper to learn more about the benefits of digital advice to your business strategy.