By Anthony O’Brien | Published in Professional Planner, April 11, 2016
If you’re operating a financial planning outfit or creating a start-up, understanding who your clients are and what issues you can solve for them is critical to your business success. Marketers call this a “go to market” (GTM) strategy. Whether you’re selling financial planning services or apps, getting this strategy right from the outset will put you on the right course. Read the article
