When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to clients and executing on financial strategy… but believe it or not, to acquire and retain clients, your business strategy must include marketing and sales too!
On this episode of The Customer Journey, Mike and Greg discuss how marketing and sales are crucial aspects of a successful financial advisory business. Watch this week’s latest TCJ (The Customer Journey) episode to learn more about how your financial practice can achieve marketing and sales success.
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