2min chapter

Experiments in Advisor Marketing cover image

The One Marketing Mistake to Avoid in 2023

Experiments in Advisor Marketing

CHAPTER

Which Approach Would You Follow, Subscribe and Engage With?

The only time and effort is really spent getting everything set up in the beginning to your liking, including grabbing a camera. Most hosting services can automate all of this for you. If I were repurposing this episode on YouTube, I might cut away from my monologue there for a moment and show you my client engagement standards. This would allow you to see that the engagement standards we use are actually part of a larger document that we call our welcome packet.

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