Build client relationships that last
Do you ever wonder what makes the difference between a fling and a long-term client commitment?
It’s All About the (Client) Journey
Are you courting clients and prospects, or are you throwing content and strategies around to see what sticks? Catch Kalli’s feature with Bill Cates on Top Advisor Podcast to learn why every step of the journey from lead to conversion matters, and how you can use your marketing to build client relationships that go the distance.
?A.U.M.? (Ask Us Marketing)
Replay - Financial Advisor Marketing Trends
Podcasting Best Practices
How to Build a Business Empire from Your Podcast
How to Help Your Business Live Longer
Did you know that only 30% of family-owned businesses survive an owner transition? The success rate of a 2nd transition drops down to just 12%. Yikes! A good marketing plan can swoop in, upping the odds AND your numbers.
More Email Opens? Check.
Wouldn’t it be nice if there was a step-by-step process to improve your email marketing? Oh wait, there is! Get Savvy for membership perks like our checklists to increase email opens, create cohesive content, rock your rebrand, and more.
Personal Pics
Hayley
Good friends don’t mind crossing a few state lines for quality time! Two of Hayley and Jack’s longtime friends made the 6-hour trek to visit and get a tour of Paris, TX.
Clementine
Thank goodness it’s almost Friday. Clem may not ring in the weekend with an IPA, but she still gets into the spirit of things.