Financial Planning – January 2024

At T3’s 2024 conference in Las Vegas, the conversations frequently turned to the role of technology in enhancing growth strategies. To drive sustainable growth, firms should integrate technology throughout the customer acquisition funnel, leveraging platforms that deliver valuable data and insights. This technology should support all paths to expanding business. Wilbur Swan, CEO of a fintech solution called Catchlight, provides additional insights in this contribution to Financial Planning.

Read: Voices Advisory firms hungry for predictable organic growth.

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