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.
Beyond Your Hammock’s Eric Roberge describes his marketing strategy to Michael Kitces. Roberge abandoned the standard approach of neutral statements and technical articles for a more personal and authentic style.
Anjali Jariwala, founder of FIT Advisors, tells Michael Kitces how she was able to grow her niche advisory firm to more than $250,000 a year of recurring financial planning fees in just her first 3 years.