In my last article for Morningstar Advisor, I provided thoughts and detailed instructions on how financial advisors could create an effective Five-Touch Marketing Campaign.
Be sure to read Power Up Your Marketing Plan - a companion article - too.
Please post your comments and success stories on this blog. We can create a dialog here.
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
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