One sure way to keep things interesting in your practice is to explore different marketing initiatives. I know what you’re thinking and you’re right…Ideally you’re at the point where all of your clients come from referrals, so is this really necessary? Well, I think so. There are so many ways you can increase the referrals you receive. Your marketing plan is your avenue for how you’ll explore different ways.
There’s a few other big considerations to keep in mind, one of which has to do with the personality type of most Advisors.
Watch this video to see what I’m referring to.