Jay Nagdeman

Displaying 3 results
YOUR PRACTICE PRACTICE MANAGEMENT APR 10, 2011
For advisers, being creative is essential, not an option

Every financial adviser needs to be creative

Turn client data into marketing gold
NEWS OPINION MAR 08, 2010
Turn client data into marketing gold

Over the past decade, increased competition and regulatory change have had a profound effect on the way financial products and services are sold.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 28, 2009
Create a more effective marketing program

Coming up with effective marketing initiatives in today's challenging financial environment can be difficult.