An interview with David Friedman, EVP of Strategy, WealthX Classically, as marketers we often use the expression: taking a “rifle or shotgun approach”. Which approach to attracting new clients (targeted versus generic) should financial advisors use? David Friedman’s answer: they need a laser-scope rifle. What I am hearing from financial advisors who want to grow […]
Targeting Clients: Should You Use a Rifle or Shotgun? Laser-Scope?
July 5, 2011 by ByAllAccounts
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