Why Financial Advisors Need to Double Down on Marketing in 2020 (and What to Do About It)

Over the past year, we’ve had 50+ discussions with financial advisors about their business goals and how they plan to accomplish them. I can’t tell you how many times (over 95% of conversations) Advisors’ key goals include expanding their book of business and attracting more prospects. Time after time, the discussion is rooted in expansion…
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