In the first part of this blog series, we discussed the transformation of marketing in today's fast-paced world. It is no longer limited to attracting new clients; instead, it involves creating a seamless journey that connects with clients at every

In the dynamic world of financial advisory services, connecting your marketing efforts to your client experience is key to unlocking the full potential of your business. Gone are the days when marketing was solely about attracting new clients. Today, it's

Advisors must redesign their entire approach, starting from the client's point of view. To appreciate the importance of this paradigm, think back to this moment in the movie City Slickers: Mitch, the world-weary New York executive who, with his friends, signed