5 Critical Marketing Questions Financial Advisors Must Ask Themselves

As of 2013, the number of registered financial advisor representatives with a FINRA-member firm was roughly 700,000. With this number steadily increasing year after year, your marketing strategies must do the same.

Research proves that 86% of advisors do not have distinct and/or consistent marketing and client acquisition strategies. As a financial advisor, progression is key when it comes to marketing, but relying on the same tactics and strategies you’ve used for previous years will not give you an advantage, nor will it keep you differentiated among your competition.


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