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 leads and marketing activities. Download slides from the presentation (PDF)…

The full article is available to active NIBA members only.

Please login or sign up to read the rest.
Log In Register