Job one for wealth🗹 managers is to take care of clients, ꧑but right behind that is growing their book of business. And that means developing a marketing plan. Lisa Graham, CEO of Graham Media Partners, leads a marketing agency that specializes in financial services. Check out her top 5 tips for improving your marketing efforts.

Lisa Graham: Lisa Graham is the co-founder and CEO of Graham Media Partners, a Philadelphia-based marketing firm that specializes in working with financial services firms, including broker-dealers, RIAs, and fintech companies. Previously, Lisa worked at SEI in marketing and communications, and before that spent nearly a decade at Symmetrical Investments, an M&A advisory firm. Lisa resides in suburban Philadelphia and is a graduate of Villanova University.