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In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would you really enjoy being a client of your own firm?
Financial advisors may only need 70 clients to have a good practice. Consider trying this 70 Deep Model.
Resources
Music is Arp Bounce by Geographer
While I agree with Kitces’ point, I also see a few ideas that this article didn’t mention which are important for advisors to consider if they are creating a digital marketing strategy.
We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.
Here’s how to put some zest into your website without stirring up the compliance demons and by doing so create a Financial Advisor Lead Generation Website.
Here are some examples of what you should and should not do with your personal brand on your LinkedIn profile.
This article covers what the risks and rewards may be for RIA firms considering moving to the cloud.
