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Marketing strategies of adviser firms

Whether advisory businesses need to have a marketing strategy is an interesting question to ask around the market. For some advisers it is seen as a waste of time as the majority of their business comes from referrals, either from existing clients or professional connections. For others, by building a defined brand for the firm and keeping a presence in the market, marketing helps to bring in a steady stream of new prospects.

Invariably, having a defined marketing strategy goes hand-in-hand with a desire to grow and scale a business, or where a firm wants to target a niche section of the market.

One way of finding out whether marketing works is to talk to those who do it. So for this ABR Special Report we interviewed a number of advisory firms about why they market, their strategies, the practicalities, what’s worked for them and how they measure the success of their marketing campaigns.

CLICK HERE to view the Special Report online or on the Download pdf button below.

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