When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to your clients and executing on financial strategy… but believe it or not, to acquire and retain those clients, you’re actually in the marketing and sales business too!

On The Customer Journey (TCJ), Mike and Greg discuss how marketing and sales are crucial aspects of a successful financial advisory business, and provide the knowledge and steps needed for financial advisors to generate leads and capture and retain clients

Before the 15th installment of the insightful series, watch the full array of TCJ episodes to learn more about how your financial practice can achieve marketing and sales success.

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