Will You Retain Or Lose Clients Based On Your Communication Approach?
When it comes to your communication approach, are you losing or retaining clients? The way advisors connect with clients has changed dramatically since the pandemic, so it’s important that you’re keeping up!
Home-Run Marketing Ideas from an MLB Player Turned RIA
Get ready to hear some fantastic ideas for content creation, straight from the mind of a former MLB player turned successful advisor. And with baseball’s opening day just around the corner, what better way to learn and get inspired than by learning from someone who knows the “marketing” game inside and out?
