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You've been to seminars and read articles about how effective digital marketing is, but you're not sure where to start.

You see your competition posting on social media, sending emails, and creating content and are wondering if they're getting the clients YOU should be getting.

And what the heck is this AI thing???

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In other words...you're like almost every other advisor who has contacted us since we started this business.

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Your website and digital marketing is now often the first impression you're giving people. Gone are the days of meeting someone for the first time with a handshake; now they're looking at our websites to see what we're about, scanning our social media, signing up for our emails, and then - once they get to know us - they're contacting us for an initial meeting.

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Just like no one is born knowing about money (and that's why you have a business), no one is born knowing how to effectively market their financial planning practice. That's why we - as marketers - talk to our financial advisors about our finances and why you - as a financial planner - might want to outsource your marketing.