The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Recognition Program & Appreciation Events

Matt describes 'first responder of the month', station coffee drop-offs, and coffee-with-a-cop appreciation events to build goodwill.

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