Barron's Top Independent Advisors Summit 2016, Key Takeaways, Part II

Between Now and Success · May 16, 2016 · 35m

The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population.

Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients seems ridiculous. But one very successful advisor at the Barron's Top Independent Advisor Summit has built a top business by becoming the recognized expert for a select type of clientele.

That's just one of the many takeaways from part II of our roundtable discussion with…