In this video you will learn the 3 basic components of the crisis marketing plan. This was created for financial advisors during the market crisis of 2020, but it is applicable to any time that the market is in turmoil. Here are the basic components: List of 20, weekly webinar, weekly newsletter. • We always […]
Practice Management
What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the “out” group and if so, what you should do.
August 24, 2017
