The 4-Hour Advisor Marketing Code - Sean Bailey, Editor in Chief, Horsesmouth
Wednesday, June 29, 2022 (4:15 PM - 5:15 PM)
Most advisors fail to consistently grow their client base. Many are challenged by time, resources, and knowing specific marketing activities to implement each week and each month. In this presentation, You’ll learn: Why a stale value proposition may be impeding your new asset growth; What it takes to have a better than average market strategy that delivers qualified prospects; How to become a decent marketer even if you hate it, don’t get it, or wish it wasn’t necessary; and why it makes sense to embrace the role of financial educator.
NAAIM was formed in 1989 as a non-profit association of registered investment advisors who provide active money management services to their clients, in order to produce favorable risk-adjusted returns as an alternative to more passive, buy and hold strategies.