“The average person’s sphere of influence has actually shrunk from a face to face basis, despite people having lots more connections digitally, in terms of “Friends” on Facebook or Followers on Twitter or Instagram. Once advisors have exhausted the pool of face to face referral opportunities, their growth typically plateaus, without a way to scale up beyond the personal referral.
That’s where a marketing program comes in, and that’s what we want to talk about today. Modern advisory practices, if they want to grow beyond a certain point, need to approach it in a different way than they used to. That doesn’t mean that some of those time-honored marketing tactics don’t work anymore, it just means that they need to be approached differently in order to be effective.”
– David Poulos, Director of Marketing, Pinnacle Advisory Group
David Poulos joined Pinnacle as the Director of Marketing in 2018. He is responsible for developing strategies that drive growth and create media and industry awareness through the effective use of events, print, direct mail, radio, video, Internet, social media, and e-mail.
Dave has over thirty years of marketing experience, with a Bachelor of Science degree in Marketing Communications from Northeastern University. Through his consulting firm, he served as a marketing and branding consultant to a host of clients, including American Airlines, Coca Cola, and MasterCard. He is also the author of the award-winning book, The Marketing Doctor’s Survival Notes, and has published over 30 articles on a variety of marketing topics in nationally-published news magazines and websites.
Most advisors say they want to grow, to sign on more new clients, but often aren’t sure exactly what steps to take to get that process started, what resources they need, how much to spend and how best to market their firm to find the clients they really want. In less than 30 minutes, Dave shares the steps needed to build a marketing program plan that will position your firm to attract the clients you need to add to your book of business, how to prepare your firm for their first marketing efforts, and how to pick which efforts might be right for your firm, and how much it will cost you to do them in the most efficient way possible. Join in and listen for a rolling half hour of information you can put to work right now in your practice.