Sat.Feb 06, 2021 - Fri.Feb 12, 2021

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The Importance of Building Your Own Facebook Pixel (and Not Your Vendor’s!) for Your Financial Advisory Firm

Midstream Marketing

Have you ever hired a marketing firm that you really thought understood your business and spent literally thousands of dollars on “the right” marketing campaign, only to walk away with little – if anything – to show for it? Of course you have – it’s happened to most financial advisors. What I want to talk about today involves an opportunity to avoid this type of situation in the future.

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3 Signs It’s Time to Hire Your Next Rainmaker

C2P Enterprises

You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?”. Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [.]. The post 3 Signs It’s Time to Hire Your Next Rainmaker appeared first on Clarity 2 Prosperity.

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