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Archive for September 2022

The Perfect Storm: Why now is the best time to do education workshops

By Jonathan Musgrave | September 14, 2022 | 0

The Perfect Storm: Why now is the best time to do education workshops Prior to the Covid shutdown, digitally marketed events hosted at neutral venues led the financial advisor industry in popularity. With lower lead costs, higher net worth attendees and less competition, it’s clear why these were the preferred marketing method for advisors. Coming…

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