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Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)

Advisor Marketing Made Simple

CHAPTER

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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