I'm going to review a few of the services that claim to drive your leads into one organized pipeline. We're going to begin with Harbor Plan – a product developed by financial advisors, for financial advisors.
After working with dozens of financial planners, I see very few firms with strategic, digital marketing plans.
One of the ways I help my clients make sure their website communicates their message at the same or better level than they can do in-person is by making sure they lead with a strong “brand statement” on their homepage.
