Are your marketing techniques out of date, ineffective (or illegal?)

Marketing techniques for Financial Services practices have changed dramatically in the last 25 years, but some of the most significant changes have occurred in just the past three years.

Most of the marketing strategies you previously used to grow your business are now either illegal or just plain ineffective. Say goodbye to cold calling, forced networking and yellow page advertising. Instead, focus on developing relationships with current clients, prospects and peers, and you’ll see an increase in referrals from both clients and other professionals (CPAs, estate planners, attorneys).

Relationship building is all-important. Never allow your clients or prospects to feel like a number!


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