Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)
Advisor Marketing Made Simple
Refining Marketing Strategies for Financial Planning
This chapter focuses on the importance of niche specialization in marketing strategies for financial planning, particularly targeting specific client demographics such as banking and aviation professionals. It emphasizes the need for clear messaging to attract prospective clients interested in tax planning and retirement income management while discussing effective content creation and community engagement strategies. The conversation also explores building trust and nurturing relationships with clients to enhance marketing effectiveness and ensure high-quality engagements.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
