10 Ways to Improve Marketing at your Firm
Here are 10 marketing ideas advisors can choose from to implement in their firm.
Source: Eric Sheikowitz and Michael Silver, senior managing partners, Focus Partners
1. Create a Practice Focus Statement
- I have a great job. I help people retire with peace of mind.
- I help busy and successful people organize their finances.
- I teach people how to keep their financial lives on track.