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020: 10 Steps to Creating a Pitchable Planning Process
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today!
I get really jacked up about this topic and have a lot to say.
Today’s episode is going to dive into how to package your process in a way that:
Differentiates you from other advisors
Creates a clear scope of work so clients know what to expect and what NOT to expect
Allows you to have…
The skinny
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