New clients - marketing platforms


This may relate more to the firms rather than individuals who work independently even though I think the continuous demand of allocating new clients applies for everyone.

  • What are your approaches towards finding and communicating with prospects?
  • Which one would you consider as more effective approach between 'digital' and 'in-person'?
  • Do you use any platforms like UpSales or similar? Are they helpful?
  • Would you hire an external resource or you want to do in-house marketing? Why?

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