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Marketing and commentary articles

What we read this week: June 24, 2016

What we read this week: June 24, 2016

For advisors, we have strategies on providing value. Investors should read on before investing in energy. Also, how brands are gamifying content.

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Top 11 reasons to create clear brand guidelines

Top 11 reasons to create clear brand guidelines

If you work at a smaller financial services firm, you may not have a brand guideline doc yet. The rules may be in your head … or they may be in constant flux. It’s time that changed.

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What we read this week: June 17, 2016

What we read this week: June 17, 2016

Ext. Marketing talks about keeping clients engaged with tailored content. Meanwhile, the OSC and IIAC publish conflicting priorities.

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Prepping for MRFP season – get your facts in order

Prepping for MRFP season – get your facts in order

MRFPs can be a stressful project. To streamline the process, compile key information into one document – the Fund Info List.

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What we read this week: June 10, 2016

What we read this week: June 10, 2016

Why insurance advisors may want to get proactive on CRM2 and how to properly evaluate your real estate investment. Also, say hello to speed golf.

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How to lead a brainstorming session

How to lead a brainstorming session

If you’re a project manager running a brainstorming session, here are a few ways to make the best ideas see the light of day.

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E-BOOK Finding Marketing Ideas in Odd Places
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