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7 marketing tips to engage your clients about starting a succession plan

Abrigo

By Warren Sheydwasser With no shortage of tasks to complete during tax season, many financial professionals don’t need help expanding their to-do list. fzJKgSN5zwE Inexpensive videos can be added to your signature line, shared on social media and uploaded to your website to drive traffic. Hold seminars or webinars.

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Listen Up: Best PYMNTS Podcasts Of 2018

PYMNTS

No, think of them as miniature seminars. Enjoy these little seminars about the world of payments and commerce, and review at your leisure. The $300 billion Financial Stress Tax. Some veer toward the technical while others come across as more philosophical. The Rise of Contextual Commerce. Does #Donate Lead to #Buy?

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Are Millennials in Financial Crisis?

Filene

To help pay down my debt, I enrolled in a financial seminar at the local church and got a second job. It delivers videos, presentations, articles, infographics, graphics, and handouts for the credit union to share on social media, on their website, in their branch, and in statements. The videos are short.

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Killing Strategy: The Disruption Of Management Consulting

CB Insights

As a result, the company’s web traffic and sales conversion rates were lower than its competitors’ rates; its social media presence was limited; and its existing CRM tools failed to capture online insights to help the company better engage consumers.