The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

138: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane

The Efficient Advisor: Tactical Business Advice for Financial Planners

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The Importance of Targeting the Right Clients

This chapter discusses the importance of targeting the right clients in marketing efforts. The speaker emphasizes the use of online strategies, particularly on LinkedIn, to find professionals based on specific criteria. They introduce the concept of cloning an ideal client and optimizing marketing efforts to generate revenue.

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