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Client acquisition has to be supported by strong research for recommendations, execution and post sale customer service.
IFAs have to add value and remain in touch innovatively with clients.
To boost client aquisition, use platform tools to create a database to store email address and contact numbers, send mailers and record feedback.
There are marketing tools with content available that can be modified and emails can include client embedded link and referrals. Content includes PPTs, audio visuals, product specific and market knowledge.
For IFAs wanting visibility, create website, mobile applications through the platform. Also use services like common transaction application, automated goal planner, mobile notification application.
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