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Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)

Advisor Marketing Made Simple

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Evolving Client Acquisition Strategies

This chapter explores the transformation of client acquisition strategies from traditional methods to modern approaches, emphasizing the value of referrals and a strong online presence. The speakers share their experiences in establishing a marketing identity while targeting pre-retirees, utilizing tools like podcasts and local radio to educate and engage potential clients. The discussion highlights the importance of aligning messaging and content across various marketing channels to foster effective connections within the community.

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