How can adviser firms become beacons in the local community?

For those working in your more traditional, local advice firms made up of a handful of advisers, client acquisition can be particularly challenging. Without the resources, marketing budget, and sheer scale of larger, national businesses, it can be difficult to get the company’s name out there (while also dealing with the day-to-day responsibilities of client management, compliance and all the rest). Fortunately, the solution can be right on the doorstep...