Marsha Posset (@MarshaPosset), Director of Marketing at Fragasso Financial Advisors shares the importance of developing effective financial advisor practice growth strategies and the role of marketing in this process. Marsha shares insights about the evolution of marketing in the financial industry, the value of identifying target clients, and the power of content creation in building relationships with clients. She also gives valuable tips on choosing marketing tactics that align with clients’ interests and behaviors while emphasizing the significance of personal touch in client relationships.
In this episode, Chris and Marsha discuss:
- How to Capture the Senior Citizens Market
- Strategies for Effective Email Marketing and SEO
- Advertising Through Seminars
- Streamlining Your Financial Advisory Practice
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
