Growing Your Client List: Lisa Graham's Top 5 Marketing Tips for Wealth Managers

Retrieved on: 2024-09-15 19:50:24

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Summary

The article discusses marketing strategies for financial services, specifically highlighting fintech companies. Lisa Graham, an expert in financial marketing, offers insights on improving business processes in this sector, akin to Apple's innovative approach with the Lisa.

Article found on: www.investopedia.com

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