Elite advisors all agree that disciplined target marketing is key to their growth and success.
These are the advisors that recognize a qualified prospect and engage in a target marketing process that transitions prospects to clients in the most efficient way. Join webinar host, Dave Briggs, if you are interested in growing your business and retaining your best clients. Here’s what he will talk about:
Define your target market with key demographic criteria for success.
Fill your pipeline with qualified prospects.
Discover the most successful multi-channel target marketing tools and techniques for engagement.
Learn how to optimize your target market referral process for unprecedented growth in high net worth clients and assets under management.