A Marketer Who Provides Financial Services – Not a Financial Advisor Who Markets

ShiftingMarketers Who Provide Financial Services or Financial Advisors Who Market your business development strategy from being a great Financial Advisor who takes some time to market to becoming a focused marketer who is a great advisor is not a seismic shift in effort. It is, however, a major game changer for your business.

This is what Financial Advisors need to consider doing if they want to significantly grow revenue, and increase business valuation.

More to come.