The Perfect RIA

Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]

Aug 12, 2024
Micah and Matt dive into the marketing challenges faced by financial advisors. They argue that flashy aesthetics don't replace genuine communication and understanding client needs. Exploring the importance of niche marketing, they emphasize the value of consistent strategies over time. The hosts stress the necessity of engaging content and highlight the mundane yet crucial aspects of client engagement. Finally, they share actionable steps to boost marketing efficiency, urging advisors to adapt and commit to their chosen strategies for lasting impact.
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