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9min chapter
Marketing. What Works For Financial Advisors?
The Perfect RIA
Client Acquisition Strategies for Financial Advisors
This chapter focuses on effective client acquisition strategies for financial advisors, including building referral networks, networking with professionals, and utilizing various marketing tactics like direct mail and postcard campaigns. Key takeaways include the importance of consistency, tracking metrics, and choosing strategies aligned with personal commitment levels.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode