Tag: marketing

In our latest podcast (Episode #45), we shared a case study of how a successful firm overhauled it’s marketing approach – directed by Stephen Beach (Craft Impact). One strategy that has significantly increased their conversions…

I just listened to a podcast where the two hosts debated the merits of prospecting versus marketing, and which was most relevant for financial professionals? They each took a side and argued accordingly. Knowing I…

I’ve always loved prospecting. Call it, “The thrill of the chase.” Prospecting can be creative and rewarding – especially when you find a new prospect and convert them into a new client. Prospecting takes energy,…