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Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract Planning Clients
Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.
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By Fidelity InstitutionalGuests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.