Product Peek: Advizr Express
Welcome back to another one of AW's Product Peeks!
In December we created a poll on the our blog asking our readers to share with us your top marketing priority in 2014! The results were illuminating, but at the same time they weren't all too surprising.
A study conducted by AdvisorWebsites.com Audience Financial advisors and members of the financial services industry in Canada and the USA: 23% from Canada 77% from the USA
I thought that it would be valuable to create a simple survey that would allow financial service professionals to share their experience on the various marketing techniques they use to promote their business, increase customer retention or generate new prospects.