The Financial Services Marketing Handbook
Tactics and Techniques That Produce Results
Summary:
The book provides a comprehensive guide to marketing strategies and tactics tailored for the financial services industry, offering insights into consumer behavior, digital marketing, and regulatory challenges. It includes case studies, practical tools, and actionable advice to help financial professionals effectively promote their products and services in a competitive marketplace.
Key points:
1. Customer Focus: Prioritize understanding and meeting customer needs to build lasting relationships through personalized services and regular communication.
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