Do you manage marketing and referrals with the same orderly, disciplined approach you use to manage money? Are you in control of your firm's growth and the quality and quantity of referrals you receive? Or do you work each day doing your best to maintain good client relationships while juggling myriad challenges and frustrations, wishing there was a simpler way to build your business?

Most of the advisors I've worked with felt the latter to some degree, irrespective of whether they managed $30 million or $3 billion in assets. Most advisors have great intentions to market more, if only there was more time.

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