It can be hard to find time for marketing – but it's worth it

We recently held one of our PortfolioMetrix Young(er) Adviser roundtables on the topic of marketing, which is always fascinating in the realm of advice businesses. In general, many advisers tend to rely primarily on referrals, which is quite different to other kinds of consumer-facing companies. And while referrals are a very viable option – there are some helpful tips on boosting referrals from our panel experts if you read on – our knowledgeable guests emphasised there are other avenues an advice firm in "growth mode" should consider.  Now, marketing isn't always top of the to-do li...