Tactically Using Taxes for Lead Gen with Hillary Gale
Retirement Tax Services Podcast
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Nurturing Client Trust Through Strategic Email Marketing
This chapter examines how financial advisors can systematically communicate tax concepts to clients, highlighting the importance of an ongoing client journey. It underscores the critical role of email marketing in lead generation, contrasting it with the instant engagement typical of social media. Advisors are encouraged to develop targeted lead magnets and interactive strategies to effectively build their email lists and engage potential clients.
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