How a busy financial adviser can turn limited time into marketing success

This guide will teach you simple yet powerful techniques, giving you the expertise to develop a marketing strategy to grow and retain your customer base.

In this guide you'll learn:

  • How to get to know your customer and use those insights to get a head start
  • The importance of mapping the customer journey and how to map each stage
  • Which marketing tactics are appropriate to your business
  • How to measure performance and build upon the results

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