43 - Maximizing Your Existing Client Database

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The Advisor Odyssey - Strategies for Financial Advisors

Daniel Hotujac

51 episodes

3 days ago

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.

Marketing

Business

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All content for The Advisor Odyssey - Strategies for Financial Advisors is the property of Daniel Hotujac and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.

Marketing

Business

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43 - Maximizing Your Existing Client Database

The Advisor Odyssey - Strategies for Financial Advisors

31 minutes 52 seconds

2 years ago

43 - Maximizing Your Existing Client Database

In this episode, Daniel shares some practical ways to look within your existing book of business to find new business!

He also answers questions on;

-Marketing to a specific niche

-Paying for marketing & what works best

and

-Is it worth the effort to get my Series 65?

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