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FEATURED ARTICLE

How to Make Marketing a Team Effort

Stephen Boswell, Kevin Nichols | WealthManagement.com, May 2019

Summary: We’re often asked how to incorporate non-producing team members into the team’s marketing efforts. It’s a great idea, but only if done the right way. We’ve seen countless examples of advisors attempting to delegate client acquisition responsibilities in full. Never, we repeat never, does this work. 

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