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Director of operations and compliance for Adviser Investments, an independent advisory firm in Newton, Massachusetts.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

Jesse Panuccio is a partner and litigation attorney with Foley & Lardner LLP. He has substantial experience in high-profile, high-stakes litigation, as well as a deep background in public policy.