What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
The company’s new initiatives include monthly marketing plans created in-house and a digital reputation management program to monitor an advisor's Net Promoter Score.
