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You Thought It Would Be Easy…[Episode 218]

The Perfect RIA

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Short-term and Long-term Marketing Strategies

The chapter discusses the importance of planning for short-term and long-term marketing strategies for new advisors in a new town. They highlight the importance of prospecting, marketing events, building referrals, and teaching classes as short-term strategies. They also emphasize the value of finding advisors to model and learn from, while recommending programs like Backstage Pass and Invictus for mentorship.

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