Fintech Impact

Summary:In this 79th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Mulhern, CEO and Co-Founder of AdvisorStream, an omnichannel online management tool to help advisors to communicate and market to their clients. Kevin shares information about how AdvisorStream works and provides value to advisors, how AdvisorStream can provide targeted content, and ways to benefit from their newsletter and content from world-class publishing partners. Episode Highlights: ● 00:28 – Kevin Mulhern defines AdvisorStream. ● 02:28: – What does the tool look like and how does it work? ● 05:23: – How does AdvisorStream differ from other media management tools? ● 08:09: – What else does AdvisorStream push out to as an omnichannel tool? ● 12:16: – What are the average email open rates and click-through rates in the financial services industry? ● 14:30: – What are some of the complaints and resistance that AdvisorStream