A white paper published by The DigitalFA titled ‘Going from email marketing to marketing automation’ gives insightful ideas on how financial advisors can use email marketing effectively to grow business.
A survey conducted by Prudential Financial among 800 decision makers of US households shows that 64% of them perceived offering referral as a ‘social risk’.
Success with women clients requires a nuanced understanding of their needs and a willingness to approach the planning process in a way that works for them.
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