- A 4-step plan that can be written on a single page and put on the office wall.
- How to include things that impress A-clients, that grow B-clients and that extract value out of the C-clients with no time required by the advisers.
- How to make your PA the firm’s marketing manager to ensure that the plan happens.
- Lots of very low cost or no cost practical marketing ideas that are easy to immediately implement within the plan.
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