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Archive for February 18th, 2012

4 Elements of a Successful Advisory Practice Marketing Effort

Saturday, February 18th, 2012

by Marty Telles The marketing function in the typical small to mid-size advisory practice tends to be viewed as a secondary priority.  Some of the reasons given; “No tangible result”, “we’re not marketing people’, “It’s all about performance”, “We do it when we have time” – to name a few.  Further, advisors generally focus on […]

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