Summary: We’re well into the New Year and your marketing is in full swing, right? Not quite the case? Well you’re not alone. An FA Insight study of advisory firms found “only 50 percent of surveyed firms developed an annual marketing plan and just 32 percent of these firms had a position dedicated to marketing or new client growth.”
 Start with a smaller project to make the process less overwhelming. It’s also an excellent way to see if this approach and the firm are a good fit for you. Over time, you can then formalize the relationship. Most agencies and VMDs work on a retainer basis for a specific scope of work and/or hours each month.."Bill McGuire, Managing Director, WMMcGuire Marketing |
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