Hartford — “It seems that we’re in one of the most unfriendly professions,” groaned Kelly with an accompanying eye-roll of annoyance. “Why is it that financial advisors don...
Everyone is reachable on Twitter. Want to hit up President Obama? Try @POTUS. What about his dog? @BoFirstDog. How about that executive at the company you are targeting? You get the point. With some interesting ...
Pay attention to the generational details, keep it simple, and you’ll improve your affluent client acquisition numbers at every stage of the life-cycle.