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13 Ways to Market within Your Community™

Marketing within your community is about more than acquiring new clients. It’s about connecting with business leaders, community influencers and others in an effort to build your reputation within the community, which helps you and your wealth management practice gain credibility. And credibility speaks when a potential client is weighing the benefits of associating with you on an long term basis.

In this ClientWise Learning Tool, we’ll help you learn about the benefits of marketing in your community, which include:

  • Approaching marketing in a systematic and intentional way that is reflective of your marketing plan
  • Building relationships in your community in all your activities, including volunteer work, working out, family events and others
  • Considering which businesses you patronize and how those relationships can benefit your practice and the businesses in your community