Effective marketing can be the best investment you ever make. More than ever, financial advisors must rely on a strategic approach for attracting and keeping good clients. It is essential that they develop a blueprint to guide them -- in an increasingly demanding marketplace. In this book, Duncan MacPherson reveals specific techniques that are easy to implement, but often overlooked. This book will show you how to: Create a marketing plan consisting of predictable and productive campaigns; Rely on time-tested techniques ...
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Effective marketing can be the best investment you ever make. More than ever, financial advisors must rely on a strategic approach for attracting and keeping good clients. It is essential that they develop a blueprint to guide them -- in an increasingly demanding marketplace. In this book, Duncan MacPherson reveals specific techniques that are easy to implement, but often overlooked. This book will show you how to: Create a marketing plan consisting of predictable and productive campaigns; Rely on time-tested techniques that will competitor proof your existing clients; Convert loyal clients into referral-generating advocates; Establish a network of strategic alliances with promotional partners; Develop proven prospecting and spaced repetition marketing disciplines; and Sharpen your marketing skills and translate ideas into results.
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