A Marketing Primer for Financial Planners

You’re a financial planner. How do you get clients? How do you get people to see the value in what you do and choose you over other options, including the option of doing nothing at all? More specifically, how do you get the right clients? You know, the ones that don’t make you want to gouge your eyeballs out with a spoon when you’re on a call with them. I got to see Seth Godin speak at the Smart Hustle Small Business Conference in New York City last week and someone in the audience, a...

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