self-Centered Marketing: Building a Practice on the Foundation of You

Stolz, Richard F.
March 2011
Journal of Financial Planning;Mar2011, Vol. 24 Issue 3, p24
Academic Journal
The article focuses on how financial planners build a practice or develop marketing tactics before they have developed a strategy on the foundation of who they are and why they are in the business. According to Marc S. Freedman, president of Freedman Financial of CFP®, to engage a consultant is the way to help executives better understand the aim of the practice and determine a way to retool practice marketing that would reflect core values and attain more profits. Additionally, financial planners need to really understand their motivation before to begin a marketing plan, as accounted by Ginny Hudgens of Baton Rouge. It notes that in order to prepare and carrying out a strategic marketing effort, a significant time commitment should be built-in.


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