Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
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Financial Advisors Need a Will
2024-04-08 • 2 min video

Financial advisors preach family planning, but do they practice it themselves?

This clip exposes a shocking truth: many advisors haven't created a will or held a family meeting. Discover a powerful interview question to uncover if your advisor truly understands the "intergenerational wealth game."

How do you facilitate family meetings?

Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients:

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