Just as your clients have financial goals, you have business goals — expanding your practice, securing more clients, integrating new planning technology, acquiring a new designation, improving your marketing... the list goes on.
Achieving several of these goals involves some marketing elbow grease. If your marketing efforts in the past haven’t been paying the dividends you expected, it’s time to explore some new strategies. In my experience working with thousands of advisors, I’ve discovered three strategies that are intimidating, yet incredibly effective for increasing referrals, finding new prospects and building stronger relationships with current clients.
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