Amy Zimmerman

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If advisers don't have a defined brand, marketing efforts can fail
YOUR PRACTICE PRACTICE MANAGEMENT MAY 21, 2015
If advisers don't have a defined brand, marketing efforts can fail

Without a strong brand, adviser marketing runs the risk of being disjointed or inconsistent.

Build trust with clients through clear communication and transparency
YOUR PRACTICE PRACTICE MANAGEMENT FEB 27, 2015
Build trust with clients through clear communication and transparency

If you can't clearly communicate your value and strategies, your clients and prospects are unlikely to trust you.