Posts tagged ‘branding’

4 Steps to Help Advisors Capture Multi-Generational Assets

Let me guess, you’re an advisor struggling to: Capture multi-generational assets; or Connect with the second or third generation of your clients. You’re not alone, which is why I’m sharing my story and an easy to implement process to capturing multi-generational assets. My Story – The…

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What the Girl Scouts — and Several Boxes of Caramel deLites — Taught Me About Good Marketing

Okay, I admit it – this spring I couldn’t get enough Caramel deLite® cookies (also known as Samoas®).  I had a steady stream of them coming into my office for two months.  They were a delicious little break in my day, and with my newly installed personal Keurig®, it added a little…

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