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The old way
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One size fits all
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Similar to other advisor messaging
Generic Financial Content
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Untargeted campaigns

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Low response rate

With LifeFocus

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Unique content and insights
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Resonates with client life priorities
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Differentiated from other advisor messaging

Have young children

Giving is a priority

Prospect
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Highly personalized campaigns targeted to contacts based on life stages, events, and priorities.

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High engagement
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Deeper client relationships
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Connection to top client needs.
Try Life Stage Insights for Free
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TM

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