2017 NIBA SoCal – Marketing is a Process

2017 NIBA SoCal – Marketing is a Process

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…...

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