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.
JMC Wealth Management founder Julie Murphy talks to Michael Kitces about how her focus on money and emotions led to strategic alliances with not only attorneys and CPAs, but also psychologists and meditation specialists.
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.
