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10min chapter
Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)
Advisor Marketing Made Simple
Mastering Email Marketing and Client Gifting
This chapter outlines effective strategies for email marketing by segmenting audiences and personalizing content, especially through client success stories. It also explores innovative client gifting techniques that prioritize meaningful connections over branding, aiming to enhance client engagement and relationship management.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode