March 12, 2024
You Don’t Need AI to Win Clients: 5 Personal-Touch Marketing Tips – Marie Swift
In this article from Financial Planning Magazine, Managing Partner Dan Seder, CFA, CMT®, CFP® shares how Blue Chip Partners employs a “pro-personal” style of communication in client interactions that consciously blends the personal with the professional and strengthens trust and familiarity – including through client affinity events and experiences. Financial Advisor Emily Prater, CPA, CFP® also discusses the networking group she started for young professionals to connect and build relationships.
