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Practice Management
Successful Marketing For Financial Advisors + Member Updates
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JillGuest Expert: Jill Addison, FA Client Machine

This session featured two topics. One was examples of how Financial Advisors have used LinkedIn and educational videos to acquire new clients. The other agenda item included Tom Dickson providing a...

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This session featured two topics. One was examples of how Financial Advisors have used LinkedIn and educational videos to acquire new clients. The other agenda item included Tom Dickson providing an update on new enhancements coming, to include a pilot of on-demand CE.