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What RIAs Should Know About Data-Based Marketing
Best Practices September 24, 2024 at 01:46 PM
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What You Need To Know
- Asset managers and investment banks use data-driven marketing to great effect.
- Experts say RIAs can do the same, but they may need to bring in outside experts and data.
- Another key to success is setting clear goals and focusing on the most relevant and reliable data.
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