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The Shortcomings of Client Newsletters

Sunday, Feb 01 2015

News Roundup

Written by PFA News

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A financial advisor stopped creating a client newsletter and received only a ho-hum reaction, which illustrates that the important part of marketing is to build personalized relationships. So reports Wealth Management.

Indeed, advisors should focus on gather personal details about clients, implementing client relationship management technology, and creating communications that are highly personalized.

Read the full report from Wealth Management.

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