TITLE

Getting in Front of the Right People

AUTHOR(S)
Hall, Rebecca
PUB. DATE
January 2007
SOURCE
Journal of Financial Planning;Jan2007 Supplement, p17
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses marketing methods for financial planners. Rather than utilizing expensive print and media marketing, or wasting money by targeting prospective clients that don't mesh with one's abilities, financial planners are better served by identifying a smaller number of potential clients that will better see the value of the planner's services. This can be accomplished by focusing on one's existing clients and running networking events that will establish a high-value stream of referrals.
ACCESSION #
23722744

 

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