09:27 PM
Friday ,
20 Jul 2018
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SALES AND MARKETING

  • Elevating the Goal Setting Process

  • By Mutual Fund Live
  • Goal based financial planning for your clients, but have you done a goal planning for your profession? While advisors get occupied with client meetings, research and back office management, and most i
  • Mobilising the 4 P's of Marketing

  • By Mutual Fund Live
  • The most important marketing concept ‘4 Ps’ and a Financial Advisor The definition of optimised marketing mix has already been imparted to us: offering right products at right prices to right people a
  • Mastering the art of getting more referrals

  • By Mutual Fund Live
  • Word - of - mouth. So here is a term which we are all accustomed to, right? But how many of us are able to capitalize on this strongest tool of marketing??? If research states that 90 % of population
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