Digital Marketing 4FP (for Certified Financial Planner Professionals)

Digital Marketing 4FP (for Certified Financial Planner Professionals)


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E08 | Using Technology to be a better CFP®

September 21, 2016

Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients.

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Digital Marketing 4FP (for Certified Financial Planner Professionals)
By Digital Marketing 4FP
We share the best client attraction and digital m…
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