Liz Manibay, Managing Director of Business Consulting for Schwab Advisor Services, Charles Schwab met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s “Amplify Your Value” initiative. The program is designed to help advisors better market their value and create a strong online presence. Manibay and her team at Schwab recommend that advisors first clearly define their ideal client persona and then shape their value proposition around the perspective of the client.
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