Marketing, Referral Marketing, Resources and social media

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

APRIL 7, 2017

If you fall into the 41 percent of finance professionals who view attracting new clients as your biggest challenge, and are trying to find a way to alleviate this struggle, Sageworks has many resources to help. In today’s marketplace, the delivery of a referral is only the first step toward earning new business.

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

Webinars

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