Advertising Budgeting Leverage Practice Management 
CFO News Room
NOVEMBER 28, 2022
By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows.
CFO News Room
DECEMBER 20, 2022
Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. Michael: So, I guess I’m still wondering just how you’re creating these conversations and opportunities in practice. And then the folks who are nearing retirement, we can provide some education for them and one-on-one meetings.
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