Advisor Marketing Made Simple cover image

Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)

Advisor Marketing Made Simple

00:00

Balancing $2–10M Targets with Smaller Accounts

Jack shares tension between targeting $2–10M clients while supporting junior advisors who want smaller accounts.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app