How To, 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.

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

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. How to show value during the first-run experience. How Mint returns 100+ lost hours to its users lives right away.

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

Webinars

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