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Tag Archives: target/niche marketing

How to find all the clients you want

Posted on August 22, 2022 by Monty George

You may be a genius financial advisor, but without clients, you won’t be a successful financial advisor. A dynamic marketing strategy is critical to attracting the clients you can best...

Posted in Marketing | Tagged marketing, target/niche marketing, video | 3 Comments

Using a consistent, fact-based approach to explaining pensions

Posted on October 25, 2017 by wschmeiser

Michael Paul Hosford opens each client meeting by showing his birth certificate, which has asterisks where his dad’s name is supposed to be (now in his late 30s, Hosford only...

Posted in Marketing, MDRT | Tagged MDRT, mdrt blog, pensions, target/niche marketing, teachers | 1 Comment

2 target market myths

Posted on September 25, 2017 by wschmeiser

With a passion for photography and a previous career in education, Scott Roger Lebin, RFC, CWS, would seem to be an unlikely match for  the physician market. When you dig...

Posted in Marketing, MDRT | Tagged marketing, MDRT, mdrt blog, target/niche marketing | Comments Off on 2 target market myths

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How to find all the clients you want

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