One of these leading advisors was Joan. She was very passionate about her career and wanted to help women take control of their futures by sharing her expertise in investing. Joan attended conferences, meetings, and webinars, and although she met a lot of prospects, she never quite saw the same results as when she was able to personally connect with potential investors and share her story. With the inability to obtain specific marketing materials for her clients and prospects, Joan could only do so much to reach them. She’d attempted to write her own content and create her own materials but risked violating compliancy regulations and maintaining her company’s brand standards. Despite efforts to work with corporate marketing to create her own collateral, Joan had no choice but

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