Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers
What does it actually take to attract your next best client — before they've been referred to you?
Most advice firms are excellent at converting a warm referral. But in a world where affluent consumers increasingly search before they ask a friend, the ability to earn trust from scratch is an entirely different skill.
In this episode, Rob is joined by David Newson, founder of XNW Atelier and a marketing strategist with over two decades of experience inside the independent advisory world. David brings a rare combination: deep expertise in consumer behaviour, a background in business development…
The skinny
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