Relationship Marketing
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- Roxanne Chase
- 9 years ago
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1 Relationship Marketing How to replace outdated, ineffective marketing with simple, proven techniques. Compliance rules can be difficult and complex to navigate. Traditional marketing techniques are no longer generating the number of new clients they used to. Learn cutting-edge, compliance-friendly referral and client generating techniques that are as effective as they are compliant.
2 Financial Advisor Marketing: PAST Transactional Marketing
3 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling
4 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling Yellow Page Advertising
5 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling Yellow Page Advertising Newspaper / Newsletter / Magazine Advertising
6 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling Yellow Page Advertising Newspaper / Newsletter / Magazine Advertising Direct Mail for Lead Generation
7 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling Yellow Page Advertising Newspaper / Newsletter / Magazine Advertising Direct Mail for Lead Generation Radio Advertising
8 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling Yellow Page Advertising Newspaper / Newsletter / Magazine Advertising Direct Mail for Lead Generation Radio Advertising Television Advertising
9 Financial Advisor Marketing: PAST Transactional Marketing Cold Calling Yellow Page Advertising Newspaper / Newsletter / Magazine Advertising Direct Mail for Lead Generation Radio Advertising Television Advertising Public Seminars
10 Financial Advisor Marketing: FUTURE Relationship Marketing
11 Financial Advisor Marketing: FUTURE Relationship Marketing Client Referrals
12 Financial Advisor Marketing: FUTURE Relationship Marketing Client Referrals Professional Referrals
13 Financial Advisor Marketing: FUTURE Relationship Marketing Client Referrals Professional Referrals Networking
14 Financial Advisor Marketing: FUTURE Relationship Marketing Client Referrals Professional Referrals Networking Website
15 Financial Advisor Marketing: FUTURE Relationship Marketing Client Referrals Professional Referrals Networking Website Client Events
16 Financial Advisor Marketing: FUTURE Relationship Marketing Client Referrals Professional Referrals Networking Website Client Events Client & Prospect Communication ( & Direct Mail)
17 Contact Frequency by & Direct Mail
18 Contact Frequency by & Direct Mail Fair Clients & Prospects 12+ Contacts Per Year
19 Contact Frequency by & Direct Mail Fair Clients & Prospects 12+ Contacts Per Year Good Clients & Prospects 24+ Contacts Per Year
20 Contact Frequency by & Direct Mail Fair Clients & Prospects 12+ Contacts Per Year Good Clients & Prospects 24+ Contacts Per Year Ideal Clients & Prospects 60+ Contacts Per Year
21 The Relationship Marketing System To Create A Clients
22 The Relationship Marketing System To Create A Clients Meet 5 to 50 new people per month. Brand yourself with each person - make sure they clearly know who you are and what you do. Systematically follow-up with every client, prospect, friend, family and professional that you meet, at least monthly, by and direct mail. Perform 2-10 new prospective client meetings per month Creates 1 5 new clients per month.
23 The Relationship Marketing System To Create A Clients Meet 5 to 50 new people per month. Brand yourself with each person - make sure they clearly know who you are and what you do. Systematically follow-up with every client, prospect, friend, family and professional that you meet, at least monthly, by and direct mail. Perform 2-10 new prospective client meetings per month Creates 1 5 new clients per month.
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25 Peter Montoya Phone: Web: Facebook:
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