When it comes to bringing your prospects all the way through to becoming clients, you may feel a sense of achievement when you land that new client. It can feel like you just won a football game, but the game's not over! Are you keeping your clients and [...]
When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to your clients and executing on financial strategy... but believe it or not, to acquire and retain those clients, you're actually in the marketing and sales business too! On The Customer Journey [...]
When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to clients and executing on financial strategy... but believe it or not, to acquire and retain clients, your business strategy must include marketing and sales too! On this episode of [...]
When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]
On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]
On this episode of The Customer Journey, Mike and Greg discuss how financial strategies, goals, and processes can actually be translated to your marketing and sales strategies. It may seem as if managing client finances and acquiring new business leads are two completely separate endeavors. But believe it [...]
Over the course of the past few weeks, Mike & Greg have ranked their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Their final pick is first party data acquisition. Gathering first party [...]
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Webinars became an important piece of the marketing mix with the [...]
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Broadcasting platforms, such as radio and television, are great tools to [...]
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Event leads are a critical part of any financial advisor or institution's external [...]
