How to Calculate a Growth Marketing Budget for RIAs - Dear Ficomm Ep 20
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- Опубликовано: 20 окт 2024
- Are you in growth mode and looking to create a more meaningful and thoughtful marketing budget for your firm? Conventional wisdom often ties marketing budgets to AUM, but there's a more strategic way to anchor your budget in your goals and strategy.
Resources mentioned:
LTV Calculation - www.xyplanning...
TODAY'S QUESTION:
"What should we budget for growth?"
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