Digital Marketing 4FP (for Certified Financial Planner Professionals)
E21 | Moving Beyond AUM and finding HENRYs (part 1)
October 25, 2017
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they?
Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
We share the best client attraction and digital m…
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