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Financial Advisors Need to Get Personal or It’ll Cost Them

Adobe Experience Cloud Blog

In an industry that is traditionally slow to adopt new technology, it’s imperative that marketers push their firms to change. While there are ways to implement segmentation outside of marketing automation (excel, CRM, etc.), For institutional investors, you likely know your target market very well.

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The Ultimate Guide To A Content Marketing Strategy That Delivers ROI

Marketing Insider Group

They managed $1 million in new business, not from tons and tons of content, but from a logical content bundle that included a white paper, infographic, webinar, live presentation and Slideshare. The bottom line is that most people think marketing is just about doing stuff (ads, campaigns, social shares, content.)