 All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional.”Bill McGuire, Managing Director, wmmcguire marketing |
Summer's Over: 6 Steps to Get Back to School with Your Marketing
Bill McGuire | TwentyOverTen, September 2017
Read the article online >Summary: Just as you help clients establish a plan for their financial future, a marketing plan is the foundation for your overall growth and future. However, for the same reason individuals put off creating a financial plan, many RIAs don’t have a marketing plan – they find the hardest part is just getting started!
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