Looking for Leads? Try These Marketing Methods

Schulaka, Carly
May 2010
Journal of Financial Planning;May/Jun2010 Practice Management, p8
Academic Journal
The article offers some of the findings of the 2010 Financial Planning Marketing Methods study which was conducted by the U.S. Financial Planning Association (FPA) Research Center along with its possible implications on marketing plan. Based on the findings, one of the most popular methods used by all financial planners is a referral from current clients and affiliated network. However, it implies that relying on referrals alone is not a guarantee of a successful marketing. Another common method shared by planners is the used of websites to communicate with their clients and prospects. Further, other marketing methods employed by financial planners include live seminars and sponsoring of local events.


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