SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries Tagged as 'Intelematch'

Client Cloning

January 11th, 2008 · No Comments

As I wrote that, it sounded like something from Star Trek. But it’s not.
I’ll let you in on a little secret. Large corporations have spent billions of dollars collecting information on consumers. They can tell you what their ideal client looks like and where to find them. So when they do their marketing, it […]

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Tags: Intelematch · Cloning · Business Development · Baby Boomer · Selling · Marketing · Uncategorized