How to Make Marketing a Team Effort
Stephen Boswell, Kevin Nichols | WealthManagement.com, May 2019
Read the article online >Summary: We’re often asked how to incorporate non-producing team members into the team’s marketing efforts. It’s a great idea, but only if done the right way. We’ve seen countless examples of advisors attempting to delegate client acquisition responsibilities in full. Never, we repeat never, does this work.
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