Entries by Shereen Mohammed

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Email Marketing is EXACTLY What Advisors Need to Improve Service and Generate Leads

  Email marketing is not something new. It has been since shortly after the invention of email itself. We all remember being copied and pasted on email threads of anyone and everyone they knew to send them some funny joke or chain letter. You would open them because you received it from a person, someone […]

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Opportunities to Grow Financial Advisor Leads

To continue on our previous article on “Why Financial Advisor AUM isn’t Growing”, let’s take a closer look at growing leads specifically and the opportunities that financial advisors have in this area. 1. Advisors Aren’t Clear on Their “Why” Think of the people whose opinion you trust the most. Not family or friends but thought […]