SYSTEMATIC ADVISOR MARKETING

SYSTEMATIC ADVISOR MARKETING

For Financial Advisors Who Want To Break Away From The Crowd

Systematic Advisor Marketing  teaches a simple, strategic approach to grow and maintain a thriving advisory practice.

Inside you’ll discover:

  • The biggest time-wasters “average” advisors focus on, and how you can avoid getting caught in the same trap.
  • The critical sales activity everyone knows, but nobody does to earn more clients - and how you can leverage it to outpace your competitors.
  • A little tweak to your onboarding process that can extend your clients’ loyalty to you for years.
  • The most overlooked numbers in your business, and how you can use them effectively to maximize your profits.
  • One simple phrase that can turn your best clients into referral machines happy to send more business your way.

David Baer is a veteran direct response marketer who first started his career selling classical music subscriptions online at the dawn of email marketing. Since then, his copy and strategic guidance have earned his employers and clients millions in sales. Through his consulting firm, Baer On Marketing, David’s has served clients in industries ranging from the Arts to Wine to Professional Services and Wellness. David is also a Creative Partner with The Prepared Group.

Kendell Cook’s background as a top account manager and trainer at a large marketing firm helped set the stage for opening his own agency in 2012. As a consultant, Ken has worked with small local businesses, mid-size national companies, national franchises, and several non-profit organizations. Ken is a strong proponent of data-driven, analytics-based marketing, and has dedicated a great deal of time and energy developing marketing automation and strategic marketing programs for various client projects. Ken is the founder and owner of The Prepared Group, a marketing strategy firm.

For Financial Advisors Who Want To Break Away From The Crowd

Systematic Advisor Marketing  teaches a simple, strategic approach to grow and maintain a thriving advisory practice.

Inside you’ll discover:

  • The biggest time-wasters “average” advisors focus on, and how you can avoid getting caught in the same trap.
  • The critical sales activity everyone knows, but nobody does to earn more clients - and how you can leverage it to outpace your competitors.
  • A little tweak to your onboarding process that can extend your clients’ loyalty to you for years.
  • The most overlooked numbers in your business, and how you can use them effectively to maximize your profits.
  • One simple phrase that can turn your best clients into referral machines happy to send more business your way.

David Baer is a veteran direct response marketer who first started his career selling classical music subscriptions online at the dawn of email marketing. Since then, his copy and strategic guidance have earned his employers and clients millions in sales. Through his consulting firm, Baer On Marketing, David’s has served clients in industries ranging from the Arts to Wine to Professional Services and Wellness. David is also a Creative Partner with The Prepared Group.

Kendell Cook’s background as a top account manager and trainer at a large marketing firm helped set the stage for opening his own agency in 2012. As a consultant, Ken has worked with small local businesses, mid-size national companies, national franchises, and several non-profit organizations. Ken is a strong proponent of data-driven, analytics-based marketing, and has dedicated a great deal of time and energy developing marketing automation and strategic marketing programs for various client projects. Ken is the founder and owner of The Prepared Group, a marketing strategy firm.

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ADVISOR PRESS

ADVISOR PRESS

How Financial Advisors Can Strategically Attract, Convert, & Retain More Clients

How Financial Advisors Can Strategically Attract, Convert, & Retain More Clients