Client Data Is Now Prospecting Gold For Advisors.

Client Data is converts prospects into gold

Financial Advisors who have more relevant information about prospect needs and interests are winning new clients faster and more efficiently. They know what products & services people are interested in, then use this information to educate, reassure and nurture Client relationships. Find out more.

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Book Review: 5 Stars for Ascendant Advisor

Book Review: 5 stars for The Ascendant Advisor, an actionable Content Marketing playbook for Wealth Reprint of Linkedin article by Brendan Kenalty 5 stars for The Ascendant Advisor. A light, but extremely actionable Content Marketing playbook for Wealth Advisors. Rating = ★★★★★ for The Ascendent Advisor Over the summer, I read a terrific new book…

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