3 Must-Read Pieces for Practice Management: July 15 Edition
Kristan Wojnar, RCC™ Jul 15, 2019
This is a thought-provoking piece about the truths of digital marketing. The author suggests advisors should understand important distinctions between different types of digital content.
Female clients are looking for financial advisors who are truly authentic. Check this piece out for 4 ways to succeed with female clients and prospects.
While this is an extremely tough read, it provides important tips to help advisors understand how to best serve families with someone who is experiencing a terminal diagnosis.
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