Get the Case Study: Navigating Compliance in Financial Services

Screen Shot 2017-12-12 at 10.41.16 AM.pngWhen it comes to marketing your services to the right prospect in a personalized way, telling your personal story within official marketing collateral can be highly impactful.  However, working with the marketing department to create documents for your specific need can be time-consuming, especially when collateral is need on the spot.  And creating material on your own may lead to branding and compliance violations.

This may be life for many high-performing individuals and organizations, but it does not have to be this way?

In this case study, you'll learn about one financial advisor’s struggle to connect with prospects in a personal manner. You'll also discover her company’s approach to addressing the need of enabling field marketing teams and a distributed sales force to market on their own.

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