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    How to Create Buyer Personas as a Financial Advisor

    Introduction: What Are Buyer Personas? A buyer persona is a fictionalized portrayal of your ideal customer(s), painting a life-like picture of who ...

    The Benefits of Lead Nurturing As A Financial Advisor

    Lead nurturing is not a particularly common term among financial advisors and typically it applies to large sales and marketing teams. However, this ...

    Have You Hired Your Email Signature?

    Day in and day out you have the opportunity to make an impression on numerous clients, prospects, friends, colleagues, influencers, and partners in a ...

    (Integration) Advisor Websites and MailChimp

    What is MailChimp? MailChimp is an online email marketing solution for managing contacts, sending emails, and tracking results.