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Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)
Advisor Marketing Made Simple
Referrals Build Strong Client Bases
Client referrals emerge as the most effective means of generating new business, particularly when they stem from existing relationships with banking professionals. By focusing marketing efforts on potential clients who are five to seven years away from retirement, firms can minimize barriers to engagement. This strategy enables a more organic influx of clients, leveraging the network of satisfied customers to reach out to their friends and family, thereby fostering a trust-based client acquisition process.
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