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Tag Archives: client relationships

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Keeping Connected with Clients: A How-to for Financial Advisors

aJuxt Blog Posts, Guest Blog PostsBy rebuild_adminMarch 14, 2018

While social media may reign supreme in many industries, email marketing still delivers high rates of return in financial services. Clients cite lack of communication as one of the major reasons for leaving their financial advisor. Successful advisors are logging 150-200 touchpoints each year with each client, which can include phone calls, social media, emails,…

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