Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client?
Today, Matt speaks with Kurt Ohlson, financial services professional, coach, and consultant about what advisors are not taking advantage of and what they could and should be doing to build their book of business. They also discuss the importance of insurance and whether or not you need a broker-dealer anymore.
In this episode, you will learn:
Listen in and take control of your business and be the one to make things happen!
Resources:
Top Advisor Marketing | Kurt Ohlson LI | Kurt Ohlson FB | ECA Marketing
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