As an Elite or Platinum member, your local office has access to discretionary marketing dollars you can use to grow your business by sponsoring activities that provide exposure for both you and your firm. These funds can help you form relationships with prospective clients and solidify relationships with existing clients. You can use these funds for one large event or several smaller activities. Your marketing funds expire December 31 and must be requested by December 1.
Below are ideas on how to use your funds. Work with your local sales representative or dedicated relationship manager to redeem your marketing funds.
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