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Course Description

Digital Marketing for the Financial Industry

  • Marketing regulation and best practices for Financial Advisors 

  • Using Social Media, content development, and branding principles to target new clients and engage existing clients 

  • Newsletters and blogging 

  • General promotion and referrals 

Course Outline

In this workshop, you’ll learn:

  • best practices, branding principles, and marketing regulations
  • how to leverage social media, newsletters and blogging to attract new clients and support existing clients
  • how to promote your business and generate referrals
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