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Relationship Marketing

Implementation for financial advisors
CommunicationFeaturedMarketingRelationship MarketingSuccess

Progress Over Perfection: Why Financial Advisors Should Embrace the Implementation ‘Grey Zone’

Ask any financial advisor about the advice and projections they give to clients, and they’ll say that precision is paramount (and  their compliance officer will second that). Yet, when this meticulousness spills over into marketing, sales, and overall business management, it can be a double-edged sword: the same perfectionism which…
Kristin Harad
October 5, 2023
Partnership marketing, Referral partner COI
FeaturedMarketingRelationship Marketing

Partnership marketing strategy for advisors: The 3×3 Rule of to get the most from COI collaboration efforts

Veterans in the wealth management industry know that fostering strong relationships with Centers of Influence (COIs) can have a meaningful impact on your firm’s growth. But, if you’ve spent time connecting over coffee meet-ups and longer-than-you’d-like lunches that do not pan out with opportunity, you may be frustrated with the…
Kristin Harad
July 8, 2023

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