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Category: Productivity

Why Yearly Marketing Goals May Not Be Your Best Bet

This post was originally written for and published on the FPA Practice Management Blog. Toward the end of the year, there’s a lot of buzz about annual marketing goals. I think I’ve read five blog posts this week alone on what annual marketing goals I

Why New Advisors Should DIY

I have a big opinion that’s not always a popular one: I firmly believe that new advisors and business owners should try to DIY their marketing – at least through their first year. Already, I hear audience members scoffing. I told you – it’s not