2017 NIBA SoCal - Marketing is a Process

Written by

NIBA

Published

April 7, 2017

Reading time

1 min

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)