If financial services were a race, marketing would be one of the first hurdles financial advisors have to leap. Business marketing is the process of promoting your services to potential clients ...

As a financial advisor, you are talented at developing a financial plan or investment strategy, but you may not have a background in marketing or have the inclination to learn all its nuances.

Zoe Hansen / Investopedia A marketing plan is a document that outlines a company's advertising strategy and methods to reach its target market and sell its products or services. A marketing plan ...