Successful financial planners know that client attraction needs to be constant & consistent. But most either don’t do any marketing at all (and just hope and pray for the best…), or they only market when things are quiet (with no plan or structure involved). No wonder they have to rely on trails and commissions[…]
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When it comes to client attraction and bringing in new financial planning clients, one thing that’s common across the profession is a general lack of focus! Marketing and growing your FP biz is easy if you have a framework for client attraction to follow (can really difficult if you don’t…) Check out the video to[…]
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For too long now, financial planners have struggled with having too much to do, not enough time to do it and getting caught in a ‘change for changes sake’ mentality. This video will show you what to do if you get more done, in less time and be ahead of the curve and[…]
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“With the right marketing, the right content and the right framework…, you can generate extraordinary results…!” Download your complimentary Seminar Sequence Grid worksheet here.
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