The vast majority of financial planners and advice firms operate on a local scale.
Even in an era where firms increasingly market themselves online, face-to-face contact between advisers and clients remains an indispensable part of delivering an advice proposition.
Most of your clients and therefore prospects are likely to live within an accessible distance from your firm. So it makes sense that most of your marketing should be targeted locally.
Sometimes when writing an article, it takes a spark to ignite my train of thought.
One such spark occurred recently while involved in a video conference with the Dimensional practice management team from across the other side of the pond. It was a great forum for learning and gave me a detailed understanding of some of the innovative ideas for advisers and planners that are coming out of the States.