Spreading Holiday Cheer [31:26]


Over the last decade and a half of working with advisors and their staffs, we’ve found that the primary marketing/outreach done during the holidays are holiday mailers. Let’s take this as an opportunity to cover the best ways to prep and send out mailers using client segmentation, mail merge, and even partner integrations in this webinar.

Video not Loading? Unable to view YouTube? CLICK HERE


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk