On this episode of The Customer Journey, Mike and Greg discuss how financial strategies, goals, and processes can actually be translated to your marketing and sales strategies.
It may seem as if managing client finances and acquiring new business leads are two completely separate endeavors. But believe it or not, some of the most foundational principles of finance are not so different from those used in successful marketing campaigns.
Watch this week’s latest TCJ (The Customer Journey) episode to learn more about how your financial practice can achieve sales success.
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