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Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)

Advisor Marketing Made Simple

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Client Preferences in Financial Planning

This chapter explores the preferences of financial planners regarding client demographics, contrasting high-earning professionals and online business owners. The discussion highlights the enjoyment of working with online business owners due to their focus on holistic growth and the significance of aligning messaging to attract the right clientele.

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