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Ep 349: Building The Marketing System Around Your Advisor Content To Get Real Marketing Results With Olivia Luper

Financial Advisor Success

CHAPTER

Building a Marketing System for Financial Advisors

The chapter discusses the initial steps in building a marketing system for financial advisors, including clarifying the business vision and identifying the target audience. It also covers the process of conducting interviews with the advisor and stakeholders to gather valuable marketing insights. Additionally, the chapter explores the compliance process for advisor content and explains the pricing model for the marketing system services.

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