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2min chapter
Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]
The Perfect RIA
Maximizing Marketing Efficiency for Financial Advisors
This chapter highlights actionable steps for financial advisors to enhance their marketing and advertising efforts. It focuses on planning, documentation, and analysis as tools for improving strategies, while also introducing a resource for estate planning assistance.
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Listen to the best highlights from the podcasts you love and dive into the full episode