For many years top advisors have been telling you what your clients want, what they need, what forms of communications to use, types of events to host, how frequently to communicate, all the way down to what you and your staff should be wearing. But what works for a practice in one area might not be appropriate in another. The only way one can really know, is by asking clients and prospects in each area directly.
The most effective way I have found is a market research event (MRE for short). You can do an MRE for your existing clients and prospects. First, find out what is working for your client base. Second, develop a strategy to market to demographics absent from your client base.
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