Covisum Blog

Reaching out to new customers and growing your client base is a challenge in any industry. Retirement planning is no exception. Clients are looking for a long-term relationship with a trusted advisor, which means your marketing strategy needs to communicate a sense of trust and expertise right away when you have your audience’s attention. One of the most important aspects of a marketing strategy is a business strategy. In order to maximize your success, I recommend basing your marketing plan off of your business plan.