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Author name: Casey Rush

Casey Rush
Multichannel Marketing Resolutions Planning

5 New Year’s Multichannel Marketing Resolutions to Make 2024 a Banner Year

It seems like we were just ringing in 2023 yesterday, but here we are again: speeding toward the end of another year while setting marketing goals and strategies for 2024. As we remain in uncertain economic territory, with slim margins and high customer expectations, marketers are looking for ways to simplify in the new year.

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Overcoming Prospects Objections with Financial Advisor Marketing

How Financial Advisors Can Use Marketing to Overcome Prospects’ Biggest Objections

What are some of the most common objections you hear, as a financial advisor, in conversation with prospective clients? Probably along the lines of I already have a financial advisor, I don’t have enough money to invest, and maybe in the future but right now I’m not interested. Worst case scenario, these objections can end

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