Key Trends in Wealth Management Marketing

Ryan George, AVP, Marketing and Communications
August 6, 2019

Jeff Pedowitz, President and CEO of The Pedowitz Group, recently interviewed me about marketing trends in the accounting/financial services industry as a part of the company’s CMO Insights series. Our conversation covered current B2B marketing/communications best practices, the changes taking place in the accounting space with technology, the need for developing in-depth buyer personas and more.


We also discussed how CPA and accounting firms of all sizes could increase their impact and stimulate business growth by adding value-added services like wealth management.

Click here to watch the full interview.