I thought that it would be valuable to create a simple survey that would allow financial service professionals to share their experience on the various marketing techniques they use to promote their business, increase customer retention or generate new prospects.
Over the past 18 months, Social Media has been recurrent topic in most conferences/presentations I've been invited to. It would be interesting to see how many people really use these sites and find them to be an essential part of their marketing plan.
We are also looking into return on investment, whether it is time or money related, demographics amongst users and budget outlook for the next 12 months.
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