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Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)

Advisor Marketing Made Simple

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Engaging Christian Pre-Retirees in Wealth Management

This chapter examines the unique financial needs of Christian pre-retirees, emphasizing motivations such as charitable giving and legacy planning. It offers strategies for financial advisors to refine their messaging and online presence to resonate with this demographic, including tailored websites and effective outreach methods. The discussion also highlights the significance of networking within the Christian community to foster relationships and enhance client engagement.

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