How a Lousy Year Spawned 5 Steps to a Thriving New Marketing Plan

By Debra Taylor, CPA/PFS, JD, CDFA
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Horsesmouth Essential: When this advisor’s tried and true marketing approach stopped working, she determined to get tough and demand every dime of her budget yield clear results. That resulted in dropping old habits, creating new initiatives, and kick-starting a serious flow of prospects.

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