Category : Blog

1 year, 11 months ago Comments Off
Posted in: Blog

I spoke with a client this week who was extremely excited about the leads we provided. He had the Tier 1 package with 100 leads included per month. We targeted the leads to business owners and attorneys in the downtown area of his city. On his first call through his leads, he made about 40 […]

How to assess the need for marketing support
2 years, 1 month ago Comments Off
Posted in: Blog, Specialization

Do you have a written marketing plan? Bear with me while I throw a few statistics at you and explain the common thinking on this subject. It sounds simple, but the reality is that only about a third of financial advisors have a written marketing plan, and only about half of those say they have mostly […]