How To, Marketing, Referral Marketing and social media

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

APRIL 7, 2017

Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm. Client retention is important to the success of a firm and how vital the quality of those clients is to the success of business moving forward. Building your valuation practice?

Referral Marketing

Referral Marketing social media Taxes Resources

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

OCTOBER 10, 2017

It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Below, we’ll show you: How to use pre-launch marketing to build trust and hype. How Robinhood used an ingenious referral program to build a 1M+ customer waitlist.

Tools

Tools Millennials US Maine

Community Banking Brief

Poll: Top challenge of valuation practices is attracting new clients

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

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