An Optimal Client Service Model for Financial Advisors
…your practice is suited for a single service model. If your practice is focused on a single niche, it makes sense to have a single service model. Your clients probably…
06.09.19 | 0 Comments Transform
Facebook for Financial Advisors: 3 Myths, Debunked
…50% of your marketing costs — and it tends to be quite effective. Mistake # 2: Not speaking to a specific niche The superpower of Facebook as a platform is…
03.08.19 | 0 Comments Market
Facebook Marketing for Financial Advisors: Facebook Live
…some clients stay with you for years? What’s your enrollment process like? Do you only work in one niche? Reveal why you made that decision and how it adds value for your clients. …
04.24.19 | 0 Comments Market