Do not be fooled about the marketing discipline in business. It might be considered one of the soft skills that play a supporting role to the heavy-duty work in financial advisory and wealth management, like portfolio analysis.

Although marketing might not always be as quite as demanding as absorbing portfolio performance spreadsheets and graphics, the craft does involve some specific and critical steps that no advisor can afford to skip when it comes to running a successful practice. Marketing can help an advisor’s practice flourish when done properly, but it can also trip up the enterprise if done poorly or not at all.

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