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An opportunity to test and learn new acquisition strategies

Lately, whenever I talk to one of our clients, I make it a point to ask them what their year-to-date new households/ new clients numbers look like. Almost every response has been “oh, not great!” But when I then ask them what their year-to-date net new money looks like, the vast majority tell me that those numbers are up.

Without a doubt, it’s a terrific accomplishment to be net positive in new assets during a.....

October 8, 2020

Category: Social Media, Client Engagement, Learning

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