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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Creating a Formula for Success: Mindset, Niching, Messaging, Money Making, and Monetizing

Learn about the formula for expressing what you do concisely, the importance of mindset, niching down, and developing a specialty. Discover the messaging needed to get clients to take action and the activities necessary for making money and monetizing. Explore coaching options and a seven-step marketing plan to hone your marketing strategies.

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