3min chapter

Experiments in Advisor Marketing cover image

3 Lessons Learned Adding $550k of New Revenue

Experiments in Advisor Marketing

CHAPTER

New Marketing Tool, Finding a Team Member, and Standing Out in Job Applications

The hosts express their excitement about a new addition to their marketing toolkit, share insights on using an online advisor directory, and discuss the unique approach taken by a new team member to secure a job. They highlight the importance of stepping out of one's comfort zone, conducting thorough firm research, and standing out during the job application process. The chapter concludes with an invitation for listeners to reach out with any questions.

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