8 Client Experiences to Include in Your 2021 Marketing Plan

Feb 1, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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In the pandemic year 2020, this advisor found client experiences were crucially important in generating referrals and new business. For 2021, she is planning innovative strategies including virtual and, with any luck, in-person client interactions as well.

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