Do Financial Advisors Measure Their Marketing? (2)

While most advisors perceive the worth of getting referrals, most, admittedly. For example, a broker-vendor platform or program wherein the financial advisor is confined to using larger-value mutual funds or variable annuities would probably run afoul of the fiduciary's obligation to keep away from waste of the consumer belongings, particularly the place similar lower-price investments have been out there in the marketplace.

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Do Financial Advisors Measure Their Marketing?

Than Clevenger is a twenty-year veteran marketing and communications strategist with significant expertise in creating communications and advertising packages within the development, industrial finance and real property improvement industries. And as market planners, we even have the expertise to help your company in expanding its shopper method to include the complete advertising mix - specifically: channel management, pricing, and promotional methods - all developed by gaining a real buyer pe...
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