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7 Marketing Techniques Used By Elite Financial Advisors
What is the difference between elite practices and other firms? One hint: Seminars are not what they used to be.
Cetera Financial Group found out that it’s really more about a firm’s overall approach to marketing. The El Segundo, Calif.-based broker-dealer recently partnered with The Oechsli Institute to survey 352 financial professionals, including elites, in the report “Marketing Tactics of Elite Advisors”.
Here are seven marketing tips that will boost your firm’s profile and assets under management.