Tag Archive for: Shereen Mohammed
Four Advisor Personas Enterprise Marketers Need to Be Aware Of
As an enterprise, when you think about all the advisors that have an online presence and using Digital Agent, their online efforts probably vary drastically. Some sign in multiple times a week and some probably sign in a few times a year.…
How Email Newsletters Generate New Business
Email marketing is not something new. It has been since shortly after the invention of email itself. We all remember being copied and pasted on email threads of anyone and everyone they knew to send them some funny joke or…
Good Customer Service Just Isn’t Enough Anymore
Today, more than ever financial advisors need to provide exceptional service to their clients. This is how advisors can have high retention and get referrals for new business. When clients feel they can trust their advisor, they are…
