Who the Heck Are You ?
In This Chapter
• What is your brand?
• Creating visibility in the marketplace
• How your clients can help spread the word
• Effective marketing tools and techniques
Those hard-earned credentials are yours. That home office—or shared or leased office space—is occupied and broken in with client meetings and revenue. You may already be working with a short list of clients, but your goal is to grow. Things may be going well, but now is not the time to rest on your laurels. In fact, now is the time to evaluate what you bring to the table as a financial planner. As with any industry, it’s a competitive world out there—and you must be prepared to gain an edge on your competition, now and in the future.
Certainly, knowledge ...