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Integrated Marketing & Sales Enablement
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When I attend business conferences, the thing I am most careful to prepare isn’t my business cards or my elevator pitches—it’s my etiquette. Being respectful, acting with integrity, and being thoughtful with others’ time is the key to squeezing the most value out of every handshake and every minute spent away from your desk. […]
Do you want the long answer, or the short one? The simple reason that you should never treat your customers like they’re stupid is that Why You Should Never, Ever Treat Your Customers like they’re Stupid. What do I mean when I say not to treat your customers like they’re stupid? Well, for one, I […]
In addition to their normal responsibilities of managing client portfolios, navigating a complex regulatory environment and trying to figure out where the economy and stock markets are headed, Financial Advisors sometimes feel that they should also be experts in digital marketing. Though the basic tenets of marketing remain the same – developing a unique selling […]