Leverage your staff to enhance your marketing

January 2005
Journal of Financial Planning;Jan2005 Supplement, Vol. 18, p9
Academic Journal
The article focuses on how a financial planner's administrative support staff can be an important part of marketing a firm's financial planning services. The author discusses how administrative staff can research a variety of marketing materials that are available and can provide systems and documentation for marketing to existing clients and potential clients. The article provides tips and techniques for marketing to clients and future clients and also provides information about a marketing checklist that is available for download.


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