Vocatus

Marcoms Roundtable: Strategies For Advisors To Reach Small Business Owners

As advisors know, there are many small businesses locally, regionally and nationally that represent a large, untapped market of potential clients for RIAs and other advisors.

But small business owners exist across many industries and are immensely different from one another. That is the case even when those small businesses are in the same sectors. At the same time, they share certain similar characteristics around which advisors can formulate a strategy.

To find the best marcoms strategies that advisors can use to develop small business owners from prospects to new clients, Wealth Solutions Report asked Vocatus CEO Ray Hennessey about the best marcoms strategies for advisors to reach small business owner clients and prospects?

Read Ray’s thoughts below.