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Entries from October 28th, 2009

Getting New Clients – Your Way

October 28th, 2009 · No Comments · Marketing

I attended a conference for financial planners last week and heard from a wide range of speakers.  In the space of two sessions I was reminded of how there are different ways to prospect for clients, and the importance of finding out what works for you.
Session 1 – It’s all about postcards
The adviser who spoke [...]

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