2 tools that advisers need for marketing

02/27/2014 | FPAnet.org/Practice Management Center blog

While technology abounds for financial advisers, the two tools that are essential for marketing purposes are customer relationship management platforms and e-mail marketing providers, writes Kristin Harad, marketing trainer for advisers. Sometimes a single platform can provide both. "Any solid marketing plan relies on your ability to keep track of the people who have interest in your service, communicate with them individually or en masse, and know when the right time is to reach out," Harad writes.

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