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Having lunch or creating content? Chris Mercer says …

Rod Burkert

JULY 24, 2019

I hope last week’s conversation about lead magnets gave you some ideas and examples about why and how to construct an “ethical bribe” so that you can grow your email list. That extends to how we market and get our names “out there” to be recognized. That extends to how we market and get our names “out there” to be recognized.

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Mercer Ethics Video Interviews 40
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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

JUNE 1, 2019

Large mutual funds have strong relationships with banks, where they are able to pay a trailer fee to bank investment advisors to market their product. For instance, if a client goes to meet a financial advisor to talk about opening a savings account, the topic of mutual funds can be brought up.

Management 60
Management Retail Banking Benchmarking 60
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