Marketing for Financial Planners: How to Attract & Win More Clients
The success of your independent practice relies heavily on how much effort you put into marketing plan. However, while you may be an expert on all things finance, you’re not alone if being a marketing pro isn’t in your wheelhouse.
Learn actionable tips for marketing your practice by downloading our eBook: Marketing for Financial Planners: How to Attract & Win More Clients. In this guide, we’ll take you step by step to establishing an effective marketing plan for your practice.
Here’s what we’ll cover:
- Why Marketing is Important
- Common Mistakes to Avoid
- Creating a Marketing Plan
- How to Understand Your Target Clients
- How to Choose the Right Channels
- How to Set Goals
- How to Build a Budget
- How to Track Results