Reported 2 days ago
Advisory firms are facing stagnation in organic growth, with only a minority achieving substantial expansion. AI lead-generation tools are emerging as a solution, providing tailored marketing and efficient prospect identification. These tools, like lead-scoring models, can significantly enhance ROI and help advisors connect with potential clients in a thoughtful manner. With a vast majority of advisors recognizing AI's potential to boost growth, it appears that implementing AI-driven strategies could soon become standard practice in the industry.
Source: YAHOO