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Hosting a COI Roundtable on the Marketing Clinic

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Horsesmouth

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On this episode of AdvisorRadio's Marketing Clinic, Wendi Webb, director of the Advisor/Client marketing program, talks with Horsesmouth's Editor-in-chief, Sean Bailey, about her COI Roundtable campaign for forming connections with CPAs and other professionals, along with answering questions advisors have asked about the campaign, such as what to do about competitors.
 

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