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FA Whitepapers

 

December 2018

 

Fostering Client Relationships in a Digital World
 

For decades, financial advisors relied heavily on traditional outbound marketing, such as telemarketing, direct mail, and formal seminars to reach clients and maintain relationships. While these tried-and-true methods have been effective in the past, a new generation of investors and advances in digital technology are changing the landscape for financial services, encouraging advisors to adopt more tools in their outreach.

 

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