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Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)

Advisor Marketing Made Simple

CHAPTER

Evolving Marketing Strategies for Targeting Busy Families

This chapter discusses an entrepreneur's journey from handling all operations alone to successfully outsourcing tasks and optimizing marketing strategies. It highlights the shift in focus towards engaging mid-career professionals with young families and the critical role of referrals and messaging in client acquisition.

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