In 2023, the median acquisition cost per client was $3,800, a significant 75% jump since 2021. Over the same period, new client growth (excluding M&A) slowed from 10.6% to 8.6%.
Winning new clients is becoming even more difficult, and providing “comprehensive financial planning” is no longer the differentiator it once was.
It’s time for you to recognize that marketing is not an optional activity for a practice interested in sustaining growth.
So let us help you do this right!
By leveraging a dedicated consultant, we can help you approach marketing your practice effectively.
Here’s How:
A deep dive into you and your business that gives us a starting point for crafting your unique story.
Transparent reporting compared to industry benchmarks.
Help navigating the complexities of marketing for the financial services industry.
Personalized strategies that position you to win.
