Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?
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All posts tagged marketing training
Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?
Read More
Marketing is a key function in building any successful organization; therefore, it requires assessing and hiring the right marketing director. The challenge when investing in marketing is there is no one magic marketing strategy for success. Rather, it is the continued execution and mix of marketing strategies that will help position your firm as a competitive entity.
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