As a trusted advisor, do you enjoy working with families and helping them plan their financial security? Do you have marketing strategies to reach out and remain connected with them? Do you want to expand your business and reach a wider audience?
If you said yes, then you likely work hard at building your business and maintaining relationships that foster your continued success. You have the knowledge, competence, and desire to keep your clients’ best interests in mind. Your clients know this, and are happy about it, but . . . how do you get the rest of the world to know it too?