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The Right Stuff These essential marketing tools help you communicate your value and attract new financial advisory clients. |
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Marketing Implementation: The Advisor's Role and the Importance of Delegation Make no doubt about it -- the advisor must be strategically involved in marketing. |
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Newsletter News An informal survey of financial advisers shows that offering a good newsletter is a critical marketing tool. |
Entrepreneur August 2007 Kim T. Gordon |
A Guide to Effective Mailings Are you getting the most out of your direct-mail campaign? Follow this advice and post record returns on your efforts. |
Financial Planning December 1, 2007 Marie Swift |
Get With the Program Some tips on how to start -- or enhance -- your financial advisory business' marketing program quickly and efficiently. |
Financial Advisor February 2007 David Lawrence |
The Personal Touch In a fast-moving world where communications are becoming increasingly de-personalized, operating a financial advisory practice that emphasizes the personal touch can distance you from the "corporate" competition. |
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Stamp of Approval Looking for a marketing campaign that will get your name in front of new customers? Direct mail takes you right to their mailboxes. |
AFP eWire September 11, 2013 |
Year-end Appeal Checklist Maya Gasuk is a senior consultant at West Wind Consulting Strategies in Fund Raising LLC, a firm dedicated to helping nonprofits. She still uses a checklist for every mail project she is involved in. |