What the Halo sits down with Lisa Graham, Co-Founder & CEO of Graham Media Partners. We discuss how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. Other topics discussed include marketing tactics that worked in 2023 and what’s carrying to 2024. We also discuss how advisors can make the most of working with an outsourced marketing agency. 

For more information on Lisa, please check out https://www.grahammediapartners.com/

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