Yesterday I talked about what set 2020 up to be a year that accelerated digitation of business, namely for financial services. The topic was inspired by a 2021 expert marketing predictions roundup just published on wealthmanagement.com by my friend Robert Sofia, CEO of Snappy Kraken (an early WealthVoice customer by the way). It was hard to choose only five but here are some of my favorite fellow contributions from Patrick Brewer, Kirk Lowe, Samantha Russell, Penny Phillips, and Steve Sanduski. Want to read my prediction? Here's a direct link to the second slide in the slideshow. (It pays to be a B!)
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