Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)
Advisor Marketing Made Simple
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Navigating Financial Challenges for Young Professionals
This chapter explores the financial struggles faced by busy young professionals balancing career and family life. It highlights the importance of identifying specific pain points that motivate clients to seek financial advice and emphasizes effective communication in marketing strategies. Additionally, the chapter delves into the unique needs of clients approaching retirement, veterans, and those with certain financial milestones, offering insights on how advisors can tailor their services to better engage these individuals.
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