Last week, I explained how an automated marketing process can help financial advisors create a conversation and keep the connection alive until their prospects are ready to wade into the water with them. The inspiration was Kristin Harad’s NAPFA 2012 Conference presentation, “Relationship Marketing in the New World: Where Conversation & Automation Meet.”
A former marketing executive with several big brand name companies, Kristin is now a CFP® who in addition to serving a select group of retail financial planning clients also provides a free video training series on marketing strategies for financial advisors.
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