Jul 1, 2019
In this Part 2 of our
conversation with Michael Kitces, we discuss the evolving methods and
strategies for marketing your firm. Michael is a financial planner, commentator,
speaker, blogger at Nerd’s Eye View, and educator.
In this episode, we discuss how
this business is a human to human business, that "you can take your
personal self out of the brand if you really want to, because
you're concerned about being too personal brand centric, but you
can't take the human out of the brand." We need to understand that
in the current marketplace clients are looking for "real stuff"
and how your firm having a niche can help you better build
and scale a business that is authentic and successful.
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