Getting in Front of the Right People

Hall, Rebecca
January 2007
Journal of Financial Planning;Jan2007 Supplement, p17
Academic Journal
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.


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