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How Financial Advisors Can Scale Business Without Burnout

Indigo Marketing Agency

Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. Benefit: Leverages automation to maintain consistent, personalized communication with both prospects and clients, increasing your reach and effectiveness without adding to your workload.

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Expanding Reach: Beyond Facebook for Financial Advisors

Midstream Marketing

Think about the demographics, interests, and communication style of the audience on each platform. Email Marketing Strategies for Personalized Communication Email marketing is still a strong way for financial advisors to connect with leads and clients. It helps them manage client interactions and keep track of communication history.

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Transcript: Ramit Sethi

The Big Picture

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation?

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Transcript: Colin Camerer on Neuroeconomics

The Big Picture

And so this split brain patients means they don’t have much communication between left and right hemispheres, 00:25:22 [Speaker Changed] Corpus callosum, is that right? But then your left brain and your right brain don’t really communicate anymore. And his student Mike, you know, made a big chunk of career over out of it.

Economics 159