7 Steps for Actively Marketing to Equity Compensation Recipients

IMAGE: rawpixel.com / Unsplash In today’s competitive financial market, it takes a lot of effort for financial advisors to master the skills required to best serve the needs of their current clients, while continuing to improve their business by expanding the client roster. Tapping into niche markets such as equity compensation is an excellent way to not only add value-added services for existing clients but to also grow through the acquisition of corporate executive clients.  By implementing the following seven-step...

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