11min chapter

Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Attracting the Ideal Client with Emlen Miles-Mattingly

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

Challenges of Audience Building in Marketing for Financial Advisors

The speakers explore the difficulties financial advisors face when trying to build an audience, including the trial and error process of finding the right fit with a target audience. They also discuss the different types of retirees in the market and question whether focusing on delegators is enough.

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