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

00:00

Matt and His First Responder Niche

Matt explains his hybrid practice in Cincinnati and why he focused on first responders aged 48–60 over six years.

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