An introduction to marketing your new business
As you embark on the exciting journey of starting a new independent wealth management firm, one of the critical aspects of your success will be effectively marketing your new venture.
- When it comes to marketing, many advisors new to independence underestimate the amount of work involved.
- From lead generation to automation and technology, there are several aspects of marketing that need to be taken into consideration.
- This introduction contains essential insights and strategies to navigate the world of marketing and attract clients to your business.