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Your Website and CRM: A Symbiotic Relationship

Part 1 of our 5 part educational series with Advisor Websites kicks off with a look at the ways that modern marketing has changed in the financial industry. Focusing on how cold calls, mailers, and commercials are old hat, this Introductory session also ties in how you can use Advisor Websites in conjunction with your CRM for data gathering and marketing.


Download the slides from this session below!

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