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Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year A survey looking at advisers’ growth strategies shows firms are largely focused on two priorities this year: marketing and technology. January 25, 2021 2 MINS As advisers look to the year ahead, firms are largely focused on two strategic priorities: marketing and technology. And as they plot growth strategies for the year ahead, many appear focused on their existing client types, rather than expanding into new client segments. The findings are part of a months-long research project between Transamerica and InvestmentNews Research exploring how adviser business practices have changed in a world shaped by politics and the pandemic. In the final installment of the project, advisers were asked several questions about how they will navigate 2021. ....