
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.

2. Identify Your Ideal Clients

3. Form a Client Advisory Board

4. Client Appreciation Events

5. Develop a Formal Referral System

6. Hit the Phones

7. Network to Success

8. Education as a Marketing Tool

9. Offer a Second Opinion
