I’ve had quite a few folks join this membership recently who are interested in developing relationships with business owners. As a general rule, the more specific you can be about the type of business owner you wish to serve, the easier the task becomes. Keep in mind that business owners are pummeled by advisors trying […]
Financial Advisor Marketing
My Take on Michael Kitces’ Opinion of Investopedia Advisor Insights
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.
June 3, 2018
