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5 Things High-Growth Financial Advisors Do Differently, Backed By Research

Financial Advisor Marketing Podcast

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Maximizing Marketing for Financial Advisors

This chapter delves into the crucial role of communication, networking, and aggressive marketing in the success of financial advisors. It highlights the impact of investing in marketing strategies, suggesting a minimum annual investment of 6% of gross revenue, and emphasizes optimizing marketing channels like websites, in-person events, social media, and CRM systems for client acquisition.

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