Top 5 Marketing Tips for Wealth Managers with Lisa Graham | The Deep Dive | S1 E12
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Top 5 Marketing Tips for Wealth Managers with Lisa Graham | The Deep Dive | S1 E12
Job one for wealth managers is to take care of clients, but right behind that is growing their book of business. And that means developing a marketing plan. Lisa Graham, CEO of Graham Media Partners, leads a marketing agency that specializes in financial services. Check out her top-5 tips for improving your marketing efforts. Lisa Graham is the ...
2.8K viewsSep 12, 2024
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