TITLE

Client Relationship Marketing And You

AUTHOR(S)
Morrow, Edwin P.
PUB. DATE
August 2000
SOURCE
Advisor Today;Aug2000, Vol. 95 Issue 8, p42
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Focuses on the four basic components of a client relationship marketing plan for a financial advisor or a life insurance agent. Definition of the clientele; Retention of key clients; How to maximize referrals; How to market qualified prospects.
ACCESSION #
3413058

 

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