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In this Part 2 of our conversation with Michael Kitces, we discuss the evolving methods and strategies for marketing your firm. Michael is a financial planner, commentator, speaker, blogger at Nerd’s Eye View, and educator.
In this episode, we discuss how this business is a human to human business, that "you can take your personal self out of the brand if you really want to, because you're concerned about being too personal brand centric, but you can't take the human out of the brand." We need to understand that in the current marketplace clients are looking for "real stuff" and how your firm having a niche can help you better build and scale a business that is authentic and successful.
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Looking for more ideas about growing your firm?
Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.
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By David DeCelle4.7
4747 ratings
In this Part 2 of our conversation with Michael Kitces, we discuss the evolving methods and strategies for marketing your firm. Michael is a financial planner, commentator, speaker, blogger at Nerd’s Eye View, and educator.
In this episode, we discuss how this business is a human to human business, that "you can take your personal self out of the brand if you really want to, because you're concerned about being too personal brand centric, but you can't take the human out of the brand." We need to understand that in the current marketplace clients are looking for "real stuff" and how your firm having a niche can help you better build and scale a business that is authentic and successful.
Resource Links
Looking for more ideas about growing your firm?
Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.
Connect with The Model FA
Web Social

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