Any ideas for a campaign? Like a lot of people I’ve been in a funk the last year and a half. Luckily I run a mostly few based business, so my AUM and production is a an all time high. However, I haven’t really added much as far as new clients this year. Any ideas for a campaign to go on to attract new clientele? I tried paying for google ads last year… Expensive and zero results.

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Gardening event at a greenhouse!

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It's all about your niche. Be the expert others aren't and bring value through knowledge.
At my first firm I specialized in small business and killed it with the solo k and SIMPLE IRA. I showed a CPA who specialized in small businesses how I could help and the referrals flowed.
New firm. New niche. Same result.
Events depend on the niche, but in my experience events are crushed by referrals.

likesmart

You aren’t alone!

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