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Adviser Marketing and Goal Setting - blog posts and insights

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7 Marketing Benefits the Internet Provides Financial Planners

Posted on Thursday, 12th April, 2018 at 10:26 AM by Mark Laing - Advice Marketing Strategist 0 Comment

The Internet is the greatest marketing resource for an advice-based professional. Don’t be passive with your on-line presence. If you are not Internet savvy, someone on your team needs to be. It is a looming marketing disaster if clients are more Internet savvy than the practice and its advisers. Clients expect a professional Internet presence for their advisers. Go on the offence and use th..... Read More
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The 4 Types of Marketing Objectives for Financial Planners

Posted on Thursday, 12th April, 2018 at 9:09 AM by Mark Laing - Advice Marketing Strategist 0 Comment

There are four different types of objectives every financial planner must consider when developing their on-line marketing strategy. These objectives aim to create opportunities with existing clients, prospective clients, Centres of Influence (and other referral sources), and build the brands of the practice and advisers. Note: this information is taken from my free PDF download 'Financial Plan..... Read More
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