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David Newson: Proven RIA Marketing Strategies for 15% Organic Growth

Barron's Advisor

CHAPTER

Understanding Ideal Clients in Financial Services

This chapter explores the essential process of identifying and connecting with an ideal client for financial advisors. It emphasizes the need to go beyond demographics, focusing on clients' experiences, needs, and preferences. Additionally, it highlights the significance of effective communication, strategic marketing, and leveraging referrals to adapt to a changing digital landscape and engage with diverse client demographics.

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