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client relationships

    Business DevelopmentMarketing + Branding

    Tips to Get Compelling Client Testimonials Under the SEC Ad Rule

    by Mark Stewart August 17, 2021
    written by Mark Stewart

    Updated September 7, 2023, at 12:06 PM

    Pop quiz: What percentage of consumers respect online testimonials as much as personal recommendations from their friends or family?

    That answer is 88%.1

    And what percentage of consumers act only after reading a positive review?

    That would be a stunning 72%.2

    While these percentages may be eye-catching, what should stop you in your tracks is when you think about the opportunities that may lie ahead for your business.

    Continue Reading
    August 17, 2021
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  • Business DevelopmentMarketing + Branding

    3 Easy Ways You Can Reconnect with Your Clients

    by All Points Media June 10, 2021
    by All Points Media June 10, 2021

    Updated September 7, 2023, at 11:50 AM Financial professionals have a tough job to do. They compete in a fast-paced service industry where building relationships is the name of the game. And …

    5 FacebookTwitterPinterestEmail
  • Business DevelopmentMarketing + Branding

    10 Pieces of Retirement Planning Advice Retirees Wish They Had Known Sooner

    by Mark Stewart April 22, 2021
    by Mark Stewart April 22, 2021

    Updated September 7, 2023, at 11:44 AM When it comes to finances and retirement planning, there are plenty of missteps to be had. But by urging clients to follow these pieces of …

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