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 Essential Elements

of the Marketing Approach™

 

Essential-Elements-of-The-Marketing-Approach-Webinar-Presentation-700_170

 

Integrating your marketing approach with your client acquisition strategies is simpler than you think...

 

The Essential Elements of The Marketing Approach™ takes you through the crucial components of marketing a financial advisory practice. Covering topics from setting marketing goals and priorities, to building a marketing checklist through the highest engaging prospect and clients digitally, this will introduce several strategies to build relationships and present ways to track marketing efforts.


These aren't just tips, tricks, and tools. These methods are based off our proprietary research in working with top ranking financial advisors across the nation.


You should expect to learn about:

  • Building a sustainable and robust pipeline
  • Developing a targeted approach with centers of influence and loyal clients to generate more referrals from your current network
  • Setting up a personalized marketing calendar
  • Time management and streamlining your day-to-day processes 
 
Please fill the form to view the webinar.