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A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Investors can "make some real money trading, but you really have to know what you are doing,” says one advisor quoted in the article.

Digital marketing is not getting any less prominent, and by failing to adopt new prospecting techniques firms risk being left in the dust.

Justin Barish is assistant vice president of digital marketing and network development at Dynasty Financial Partners in New York.

Taking a strategic approach can earn referrals and more assets to manage, according to columnist John J. Bowen Jr.

Cole Harris is health innovations practice leader at CBIZ.

Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.

Gail Rosen, CPA, is a shareholder at New Jersey-based Wilkin & Guttenplan.

Joanne is a senior behavioral researcher at Common Cents Lab. She designs experiments with tech companies that aim to improve the financial well-being of low to moderate income people.