In this episode, my guest is Dave Poulos, Global Marketing Executive for over 40 years, marketing thought leader, speaker, and author.

This episode started out as a conversation on how to market your firm pre-transition to improve your valuation, but quickly turned to so much more.

Not only do we cover this info for the transitioning advisor, but we also go over:

• Why advisors have a hard time with marketing (and why this means they need outside help)

• How to use client events and email to get the perfect referrals

• What marketing IS and IS NOT

• How to perform market research

• Developing a message that supports client acquisition

…and so much more!

Find Dave on LinkedIn at https://www.linkedin.com/in/dgpoulos/

Learn more about Olivia and her firm Lexicon Advisor Marketing: https://lexiconadvisormarketing.com/