From ThinkAdvisor
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Summary: Advisors with offices in the novel coronavirus epicenters of New Rochelle, New York, and Seattle, Washington, have been helping to ease the minds of concerned clients while managing to deal with the current crisis in much the same way that many other American businesses are dealing with the situation: by shifting to more remote work, according to advisors ThinkAdvisor polled in both cities.
From Financial Planning
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Summary: Elissa Buie, co-founder of planning firm Yeske Buie, knows it seems contradictory — her professed confidence in the future of both the markets and humanity itself, along with her crashing waves of emotion.
From Advisor Perspectives
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Summary: Marketing personalization is increasingly easier and popular. Indeed, your prospects and clients expect relevant and personalized content. Apart from being an expectation, personalization is a necessity in order to stand out.
From Financial Planning
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Summary: For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies.
From wealthmanagement.com
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Summary: Now you have your own brand to build, your own story to tell, in order to help drive your growth. Now, you have the freedom to speak with the press, to become a valuable resource to the media that reaches your target audience, this way driving your brand to new heights.
