Own Your Brand, Be Your Brand

Free or low-cost email providers like Constant Contact and Mail Chimp let you stay in touch with clients via short blasts or newsletters, and Twitter lets you share opinions or updates in microbursts. Services like ZoomInfo let you tap highly targeted databases to generate leads and integrate with your own CRM program.  Of course, coordinating these communications with your legal and compliance  team is important to ensure your message is consistent with your regulatory obligations as a  RIA.

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