Marketing Audit - Network
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Prosperity Network of Advisors is independent of Cetera Advisors LLC.
For internal use only.
Marketing Audit - Network
As a financial advisor, it’s necessary to have a crystal clear picture of your firm’s growth and improvement priorities.
A marketing audit is a “must-do” before starting any new initiatives. It will guide you in defining your objectives and help you establish a clear course of action.
For internal use only.