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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

E-books that provide in-depth information on a subject. E-books and White Papers: Offer detailed information on specific areas of financial planning. Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

They like communication that is tailored just for them. Email marketing software : Pick an email marketing service that works for you and fits your budget. This could take them to your website, help them book a consultation, or download a helpful resource. Make people excited to read your emails. Include a clear call to action.

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The 15 Best Financial Podcasts For Women

Clever Girl Finance

If you want to explore alternative philosophies to common advice on topics such as budgeting , you’ll want to check out Afford Anything. As a bonus, you can go to Paula’s website and download a free copy of her book “Escape” which will teach you how to escape the 9 to 5.

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8 Black Women Financial Experts You Need To Know

Clever Girl Finance

She has also authored three books centered around money management, investing, and business for women and has given inspirational speeches across the country. Alongside her husband, she is the author of the book Money Talks: The Ultimate Couples Guide to Communicating About Money. How can I support Black women in finance?

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1031 Exchanges vs. Opportunity Zone investments

SEI

Policy proposal landscape 1031 exchange : The Biden administrations 2025 budget proposed a $500,000 cap on deferrable gains, representing a significant potential shift for high-net-worth clients. This proposal, included in the Treasury’s Green Book, has not been enacted into law. Neither SEI nor its affiliates provide tax advice.

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2 Stocks to buy now for an upside of up to 19%; Recommended by Trade Brains Portal

Trade Brains

Through the development of budget hotels, carefully thought-out travel packages, commercial promotion, information exchange, and communication with global reservation systems, it also makes a substantial contribution to the expansion of both domestic and international travel. The Nifty Realty Index, which closed at 1,009.50, down -10.15

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Defence stocks likely to benefit as India’s defence budget set to grow 500%

Trade Brains

India’s defence sector is set for a massive expansion by 2047, with the total defence budget expected to soar to Rs. The report also mentioned that a key focus of the upcoming defence strategy is to increase the share of capital expenditure in the total budget. HAL’s order book improved to Rs. lakh crore. lakh crore by 2047.