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  • How do I market my practice?

    Posted by admin on April 22nd, 2010 and filed under high net worth individuals | 3 Comments »

    I am a CPA, CFP with expertise in high net-worth individuals. I am planning to work from my apt in NYC (expecting a new baby in Feb. My wife works). I have set up a web site, but how do I market it effectively? Any other marketing ideas? Thanks.

    good question. I believe that this field works best on referral basis. If I were a high net worth individual I wouldn’t go looking on the internet for investment advisors. I would ask the people who I associate "who their guy was".

    A lot of clients are found doing seminars, give away some free advice in return for names and numbers. Go through the local churches, temples and organizations. Give a retirement planning seminar, serve coffee, doughnuts. April is coming up.. help the elderly file their taxes. You’ll make a name for yourself in your community and you’ll get to see what they have in their bank accounts, you can then suggest that you could set up a investment plan for them.

    3 Responses

    1. LOST2009 Says:

      Do you know how to market your web site and optimize for various search engines, especially Google? I would try to optimize my Web site to increase traffic through both organic and sponsored search results. Good luck.
      References :

    2. Michael L Says:

      good question. I believe that this field works best on referral basis. If I were a high net worth individual I wouldn’t go looking on the internet for investment advisors. I would ask the people who I associate "who their guy was".

      A lot of clients are found doing seminars, give away some free advice in return for names and numbers. Go through the local churches, temples and organizations. Give a retirement planning seminar, serve coffee, doughnuts. April is coming up.. help the elderly file their taxes. You’ll make a name for yourself in your community and you’ll get to see what they have in their bank accounts, you can then suggest that you could set up a investment plan for them.
      References :

    3. healthwise357 Says:

      To promote your website massively, you need to take more time and effort in doing these methods in link building.

      - updating your website
      - keyword research
      - copywrting
      - web content writing
      - directory submissions
      - blog postings
      - article submissions
      - link exchange
      - email marketing
      - forum postings
      - blog commenting
      - web design and development
      - affiliate marketing
      - buzz marketing
      - joining internet marketing groups and communities
      - social bookmarking
      - video submissions
      - link baiting
      - long tail linking
      - be updated with tools used in internet marketing
      - generating lead or squeeze pages

      hope this will be of help to you.
      References :
      http://www.sitesource101.com

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