Ep 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients with Douglas Boneparth
Financial Advisor Success
Navigating Growth in Financial Advisory
This chapter highlights the essential strategies for financial advisors to promote their businesses effectively, focusing on media exposure, targeted marketing, and the value of writing a book. It delves into the personal journeys of advisors, emphasizing goal-setting, adaptability, and the importance of building a supportive foundation for young professionals in the industry. The discussion also reflects on the evolving landscape of financial advising and the significance of balancing technology with personalized client service.
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