Leadership & Team
Kim
Weber
Marketing Project Manager
Contact Information
Recent Posts
14 Seminar Tips for Effective Marketing as Technology Evolves
Technology has undergone remarkable advancements in recent years, shifting various aspects of our lives and how we run our businesses. Seminar marketing is a tool that has been impacted. As you incorporate it into your marketing strategy, here's a few tips to consider:
How to Pick the Right Marketing Automation Tool
Relationships are the foundation of a financial advisory practice. Growing relationships to convert contacts into clients and maintaining good standing with your clients takes consistent communication.
Should You Serve a Meal at Your Seminar?
Whether or not to include a meal at a free seminar is a long-debated question in the financial services industry. When you’re already investing money to get in front of (likely cold) prospects, is adding a meal worth the cost and coordination?