24min chapter

Advisor Marketing Made Simple cover image

Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)

Advisor Marketing Made Simple

CHAPTER

Balancing Referrals and Digital Marketing

This chapter explores the interplay between client referrals and digital marketing for business growth. The speaker emphasizes the value of personal relationships and organic referrals over aggressive marketing tactics while advocating for authentic client engagement through storytelling and content education. Additionally, it discusses tracking marketing effectiveness and the importance of nurturing client connections to drive referrals and enhance overall engagement.

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