Your marketing makeover aims to improve your business and help you grow, so approach it with the same discipline you apply to investments and planning. The returns are worth it.
Gail Graham is CEO of Graham Strategy, dedicated to helping wealth managers build brands people love. She will be a featured speaker at Financial Advisor's Inside Retirement conference in Las Vegas on September 27. As the former CMO of United Capital, she created an industry-leading marketing platform. Previously, she spent a decade at Fidelity Investments.