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Identify your type to refine your strategy

In life, it is usually best to play to your strengths.

In life, it is usually best to play to your strengths. That is true when it comes to marketing, too. Advertising agency Doremus recently conducted a study of financial advisers and determined that they generally fit into one of four categories that reflect their interests, skills and traits, along w

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Identify your type to refine your strategy

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When it comes to developing a marketing strategy, financial advisers should focus on the needs and wants of clients and prospects, as well as their own strengths and weaknesses.

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