|
|
|||||||||||||||
 |
|
||||||||||||||
Marketing, Client Service,
and PR
From AM&C website: Our passion comes
from helping others reach unparalleled levels of
success. This is what gives us energy... believing in someone
and in their goals and helping them create the lives they want around these goals. In today’s world, we see
far too many professionals and businesses setting goals they never achieve. Worse, many are not performing to
their full potential. Let us ask...are you one of those people?
From A website: Advisolocity is a full-service Internet marketing resource dedicated to a wide range of companies. What distinguishes us from other agencies is our executive-level understanding of the investment industry. Combine that with topline communications and sales support, financial services social media marketing and a flexible menu of services that you can growth with – and you have Advisolocity.
Advisor Control.com
From CHC website: Climb High Consulting offers personalized marketing training and support consulting services for:
We put the fun back into your business while you take it to the next level. We partner with advisors so you climb the marketing ladder, increasing your client base and making the most of your effort. This is accomplished by understanding your clients and your unique abilities. Via bi-weekly telecoaching sessions or at in person at your office, you quickly realize why our marketing training works. We collaborate with selected expert partners to create:
Our presentations focus on re-evaluating your positioning and packaging in this competitive industry. We help you embrace new technology to capture information to build strategic alliances and enhance your prospecting efforts as well as client service.
From CC wesite: At Comer Consulting, we help financial advisors create a Carriage Trade Experience. The term "carriage trade" dates back to the days of horse and buggy. Shop owners began serving their best customers by going out to the carriages rather than requiring the customers to come into the stores. Like those shop owners who found ways to provide an extra level of service, today's advisors need to provide extra value for their best clients. Today's advisors need to find a way to meet their best clients at the curb. We define that level of service as the Carriage Trade Experience.
From FP website: FiPath is the only independent site for advisors that provides a full complement of resources to connect with and attract high quality clients. We help you take full advantage of social media and the latest internet technologies in addition to providing 5 proven ways to directly connect with a community of qualified prospects. FiPath makes it easy to connect with consumers and other financial advisors, making it a one-stop shop for all your online marketing needs.
From LM website: LederMark serves financial services organizations that need to advance their brand, sell their products, tap networks of referral sources, and get in front of target audiences. Often acting as an organization’s marketing unit, LederMark delivers strategy and executes plans with eye to cost-efficiency and communications effectiveness.
MarketYourFinancialPractice.com From MYFP website: MarketYourFinancialPractice.com was designed specifically for financial advisors who may not have the resources to hire marketing consultants or marketing coaches. MarketYourFinancialPractice.com provides subscription-based access to a program with a comprehensive array of marketing tools and resources, as well as to personalized advice and encouragement through opportunities to interact with MarketYourFinancialPractice.com marketing coaches through practice-specific Webinars and interactive technology on the Web site.
From PMI website: For more than a decade we've been helping Financial Professionals attract and retain more clients through our patented marketing communications library, coaching, training, high-end brochures, websites and logos ... all created with our unique knowledge of compliance in the financial services industry.
Effective marketing strategies require focus and execution that adds value, delivers results and fits within a budget. At Three Point Marketing, we offer the expertise and resources to help you market your practice that will deliver growth results. We offer three areas of specialization; current client cultivation, new client acquisition and branding. Our single focus is to help you get focused and get results.
WAM creates custom designed marketing materials for financial advisors.
|
Follow Me
Practice Management
Topics of Interest
Industry Research To Transform Your Business
Follow Industry Leaders via Blogs,Tweets, etc.
...That Include Practice Management Topics
Graphic Buttons
courtesy of
CoolText.
|