Lessons Learned in Improving Marketing Strategies

This chapter discusses the importance of friction in the scheduling process and the value of asking better questions during introductory phone calls to filter potential clients. It also explores being intentional and thoughtful about time spent with potential clients versus current clients, and the challenges of simultaneously growing and maintaining the firm. Lastly, it mentions the firm's specialization in tax and retirement planning for people over age 50 and provides resources to search for a financial advisor.