How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years
Between Now and Success
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Strategic Financial Engagement and Marketing Tactics
This chapter explores advanced financial planning strategies, including tax optimization and social security maximization, while analyzing engagement techniques used in webinars to convert audiences into clients. It highlights the significance of ongoing communication with potential clients and the evolving landscape of marketing through various social media platforms. The discussion also addresses content creation strategies, underscoring the balance between traditional longer formats and the demand for concise, engaging material in the digital age.
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