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Summary: Email reigns supreme in advisors' digital marketing, according to Snappy Kraken. When compared to social media marketing campaigns, emails generate more traffic to advisor websites.
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Summary: The Securities and Exchange Commission’s office of Compliance Inspections and Examinations released a report on observations relating to cybersecurity and best practices by financial market participants.
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Summary: The stories of Sheetz and Wawa and how they shifted the focus of their brands offer a fantastic marketing lesson to every financial advisor.
Added on January 2020 in Form an RIA
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Summary: Even many experienced financial advisors are not as disciplined as they should be at staying true to their core values and remaining focused on their business goals.
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Summary: Talking to kids about money is hard. Letting them fail is
even harder. But if your clients want their children to develop good financial habits, they’re going to need to do both. You can help.
