Ellie Alexander

Member Since: Feb 4th 2016
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Ellie Alexander is director of wealth management content at DST. She has worked with trust companies and financial organizations for more than 25 years, helping them to retain and grow their customers through ongoing communications and content management. She works extensively with institutions by assisting them in their marketing and branding efforts, especially as it pertains to financial advisor communication needs.
Director of Wealth Management Content DST
Jul 6th 2016
How to Use Technology to Grow Your Client Base
Congratulations on having completed a much-improved 2016 tax season*! But don’t rest on your laurels when the single-biggest fact in...
Clients
Mar 22nd 2016
Your Summer To-Do List Can Bring New Opportunities
We know that right now you are focusing on your current clients and their tax and financial issues. However, consider saving this article...
Clients
Feb 5th 2016
5 Strategies to Grow Your Firm This Busy Season
You work in a profession poised for continued growth. The tax industry currently employs 451,000 CPAs and has grown by 4.1 percent in the...
Growth