Whether you’re an IB or a CTA, selling retail trading, institutional execution, or managed futures – marketing starts with a process. From creating leads, recording lead and sales notes, to ongoing lead management, Shane Stiles of financial marketing and technology firm Gate 39 Media walks through defining a marketing process and options for managing your…...
2017 NIBA SoCal – Marketing is a Process
- Post published:April 7, 2017
- Post category:Resource Articles