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7. Rethink: Marketing Vs. Prospecting

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence? 

In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change what has been the norm for so many years. Adam and Derek speak about how marketing can fit into your personal identity and help you stand out from the crowd.

Adam & Derek discuss:

  • The effectiveness of prospecting and marketing
  • The consumer reactions to prospecting and how marketing fits in
  • How you could leverage both prospecting and marketing as a younger advisor
  • Things you can take away and start implementing into your practice
  • And more

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