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Expanding Reach: Beyond Facebook for Financial Advisors

Midstream Marketing

Sites like Facebook, LinkedIn, and Twitter allow advisors to share valuable content, engage with followers, and show their expertise in the financial industry. When financial advisors share helpful articles, blog posts, and videos on social media, they can show their knowledge and give good financial advice.

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How to Develop a Winning Financial Marketing Advisor Plan

Midstream Marketing

You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. You can use networking events, seminars, and direct mail campaigns.

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How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

And they’re going to need financial advice and guidance as to whether annuitize or a lump sum. And these seminars and programs are also available for CPE continuing education credit for CPAs. We do have content that’s available. Again, contact Claire.