Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
416: The Marketing Strategy You're Overlooking (And It's SO Easy to Fix!)
What if one of your biggest opportunities for growing your advisory business is hiding inside a process you already have? Most financial advisors think their onboarding process is working just fine. The paperwork gets signed, the assets transfer, and clients aren't complaining. But what if those first 100 days could become one of your most powerful referral-generating strategies? In this episode, I'm joined by financial advisor Craig Gingerich of Sage Rutty, who shares how a few intentional changes to his onboarding experience helped turn new clients into enthusiastic advocates for his firm…
The skinny
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