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Should You Opt for an Older or Younger Financial Adviser?

Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team.

Calibrating Your Customer Communication Strategy

Calibrating Your Customer Communication Strategy Things have changed this last year for many of your customers. How and where people work, how they shop and learn, and what they do for fun and recreation. It’s important to have a grasp on how those changes will impact your client base and how you effectively communicate with them. Consider more than the structural changes that appear on the surface, and include those that may re-calibrate their go-to market strategy. We tend to objectively group our customers either by industry vertical, types of products they use to drive their business or annual revenue. There may be a few additional subjective classifications you should consider as well.

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