Best practices: Five steps to help financial advisors maximize marketing data
Ed Hickey and Elissa Fink, IXI Corp
November 21 2006
In most financial institutions, the marketing department has the ability-and the responsibility-to provide marketing information to financial advisors. This information is used to help the advisor sell and market services to targeted clients and markets. It means better performance for the advisor (especially new ones), better service for the customer and higher revenue for the firm.
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