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How to Grow Your Practice
Manage episode 434325272 series 2482489
In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level.
Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Financial advisors looking to supercharge their client acquisition must laser-focus on defining a crystal-clear target audience, becoming the go-to expert in a specific niche, and crafting compelling marketing messages that resonate with potential clients.
Resources in today's episode:
721 bölüm
Manage episode 434325272 series 2482489
In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level.
Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Financial advisors looking to supercharge their client acquisition must laser-focus on defining a crystal-clear target audience, becoming the go-to expert in a specific niche, and crafting compelling marketing messages that resonate with potential clients.
Resources in today's episode:
721 bölüm
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