A.U.M. - Ask Us Marketing™

How to Meet Your NNA Goal in a Down Market


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Business growth doesn’t have to slow when the market is sluggish! Join us as we talk with Tommy Doerfler, CPA, CFP®, CEPA® of Lighthouse Wealth Group, about how he met his Net New Asset goals during a down market.

Spoiler alert: it’s all about good communication.

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A.U.M. - Ask Us Marketing™By Savvy Advisor Marketing