As I was writing this article, I got a phone call from an advisor in the Raleigh/Durham area. I asked him the same question I've been asking every advisor I meet: "What do you do to market your business? What's been working for you the past year or so?"
Dustin Hall, a CFP and partner in independent financial advisory firm Hall & Burns, told me that hosting interesting events is the main way he keeps out in front of clients and prospects.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access