Episode 58: “3 Ways to Engage Investors Through Hyper-Personalized Communications” with Mike Tropeano, Senior Director of Wealth Consulting at Broadridge

Drawing upon his experience working with clients in the wealth management industry, Mike Tropeano, Senior Director of Wealth Consulting at Broadridge, explores three crucial themes in the delivery of a hyper-personalized experience: 1) shifting to a client focus, 2) creating timely and relevant content, and 3) leveraging data to provide better outcomes.