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How Firms Can Attract Both Advisors and Clients
Analysis February 13, 2025 at 05:24 PM
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What You Need To Know
- In some ways, the same type of messaging and information that attracts a client to work with a wealth management firm will also be effective in attracting talented advisors to the team.
- Setting the right combined marketing strategy will depend on firm goals, but it can’t be an afterthought.
- Firms need to showcase both their culture and their capabilities, especially when seeking to serve affluent investors.
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