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Why Advisors Keep Screwing Up Their Marketing and How to Get it Right

Barron's Advisor

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How to Build an Ideal Client Profile

The biggest thing that i learned doing this business in a variety of different ways, consulting with advisers, starting my own practice, growing it, selling it. You have to figure out who you are, who you were meant to serve, why you want to serve them and everything else will flow out of that. And finally, for advisers, what, what can they do just to day, just to get a little bit closer to their goals of what you just described? I mean, you're offering the template. What can they do to get ov the ball? So i think it's being a we call it in an avitar, where we actually map the mind set, psychographic demographics

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