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Category Archives for "Financial Seminar Marketing"

TOP 5 Digital Marketing Trends for 2016

We’re a few days into New Year and you’re likely in the process of putting the finishing touches on your 2016 Business Plan. Included in that plan is probably how to increase the digital marketing presence in your practice. After all, obtaining new clients is always a top priority and focus of a good business […]

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Financial Advisor Appointment Setting Secrets

We all can agree that seminar marketing for financial professionals works.  It has proven to be one of the most effective ways to share your message in a face-to-face setting available to financial advisors.  But what most people don’t realize is just how crucial the entire appointment setting process in regards to getting the appointment booked from the seminar, and then exactly what you should (and shouldn’t d0) in the crucial first and second appointments.  That’s why we had on Abe Ashton, the $30 million annual annuity producer, to give us all of his best financial advisor appointment setting secrets.

What do you need to know in regards to Financial Advisor Appointment Setting Secrets?

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