You’re hearing about this at every broke dealer conference and it’s all over the financial news- there are massive movements of wealth between generations. The difficulty is, how do you grow a relationship between generations to ensure your continued management of that wealth? Matt and Kirk are joined by ReminderMedia’s Andrew Saksa and Luke Acree to discuss relationship marketing. With over a decade of experience, they have built their business around creating touch points for advisors that allow the advisor to build a relationships that will strengthen their practice. Andrew & Luke break down the importance of developing strong marketing to increase access to that generational wealth that can be so ellusive.
Monthly Archives: January 2018
Are you really aware of what your clients care about and need? Matt is joined by Sonya Dreizler to discuss the 5 things clients ACTUALLY care about. Financial advisor will often base the cares of their clients on their own personal cares, which often leaves them presenting clients with information or action that doesn’t resonate. By incorporating these 5 things into your practice, you will be able to give clients the expereince they need to ensure their continued satisfaction and happiness.
Long time marketing expert Bill Good joins Matt in our latest episode to discuss his Bill Good Marketing method. In addition to his marketing method, Bill is the author of “Hot Prospects”, one of the pinnacle prospecting book in the financial world. Bill broke into the world of finance through a telephone selling job where he begin to learn the basics of marketing, and from there the rest is history. Bill is one of the leading experts in marketing, and has been in the business for decades which has given him a wealth of knowledge to share. Listen in today to learn more about Bill and his incredible marketing system.