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2min chapter
Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)
Advisor Marketing Made Simple
Tracking Referral Sources and Digital Lead Conversion
This chapter emphasizes the significance of tracking referral sources and online leads for financial advisors. It discusses implementing questionnaires to capture client discovery methods and highlights the importance of analyzing this data to enhance marketing strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode