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Through events, large or small, an insurance agent is able to meet prospective clients and cultivate a relationship. (Photo: Shutterstock)

Does it really take money to make money?

Developing a marketing plan can be daunting for many financial and insurance advisors. Some advisors I work with have avoided the topic of marketing because they say there are too many options, fulfillment decisions, and fear of little or no return on their investment.


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