“We met with our marketing consultant last week” reported an advisor I was working with, “and he congratulated us on the use of case studies on our website. There was only one problem he saw with them – they're boring.”

Case studies can be a great way to communicate to prospective clients the benefits of working with your firm. They can summarize complex concepts and integrate multiple services into a single vignette. They permit us to use language that connects with people. Language that advisors are not predisposed to use.

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