Seizing the back-to-school season for prospects

07/29/2013 | FPAnet.org/Practice Management Center blog

The back-to-school season is approaching, and it presents an opportunity for financial advisers to seize upon the general mentality of planning and organizing to win new clients, writes marketing trainer Kristin Harad. After about eight weeks, the approaching holidays will become a distraction. Advisers should use the late-summer weeks to decide on marketing campaigns and strategies for back-to-school season, she writes.

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