Infographic by- Invesp conversion rate optimization company.

Infographic embedded with permission from

Email is a quick and efficient way to communicate with anyone and everyone—your clients, prospects, staff, vendors, colleagues and associates, etc. It’s a powerful tool to start, maintain, or nurture relationships.

#ICYMI (that's cheeky Millennial speak for "in case you missed it"), nearly 66% of children will not keep their parent's financial advisor.

Can prospects or clients find you on social media? A recent study shows people favor social media to find services, information, and research.

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