This post is intended for financial professional use only.
In the world of financial advising, the client experience is paramount. It is not just about offering expert guidance; it is about understanding your client's thoughts, perspectives, and needs. This understanding forms the foundation of effective marketing efforts, allowing advisors to truly connect with their target audience.
LifePro’s Director of College Planning, Gabriel Lindemann, has spent years working alongside some of the most successful million-dollar college planners in the industry and gathered valuable insights on how to replicate their success in other practices.
In this episode of Money Script Monday, Gabe draws from thousands of successful college planning campaigns to guide college planners looking to maximize the impact of their marketing efforts in the first six months of the year.
Resources Provided for This Episode
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