March 22, 2018
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Estate planners, CPAs and financial planners in solo and small-to-medium size firms grapple with how to advertise or otherwise get the word out to the general public. Do you hire an advertising and public relations firm? If so, how do you select one? What amount should you budget, and how do you quantify the return on your investment?
These vexing questions seemingly have no answer— or at least the answers seem to be particular to each firm. But, there exist general guidelines that apply when choosing whether to move forward and seek professional advice.
I’ve personally wasted tens of thousands of dollars learning valuable lessons that I share in this article. Being intentional in your goal setting, along with ongoing communication of yo...
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