Month: September 2020

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Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

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Why have some advisory firms grown while others have stalled during the pandemic?

In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips. Penny shares some timeless advice on prospecting, marketing and the urgent need to embrace change to build trust and nurture lasting client relationships.

In this episode, you will learn:

  • How Thrivos is helping advisors re-imagine their businesses
  • What it takes and why you need to be a relentless prospector
  • How and why to rethink your approach to getting client referrals
  • Tactics advisors are using to drive success
  • And more!

Tune in now to learn how you can nurture and grow your client relationships during the pandemic and beyond.

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Penny Phillips | Thrivos Consulting

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Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.

Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.

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Just because you can’t meet your clients face-to-face at this time doesn’t mean you can’t host extraordinary events and attract new leads.

In this episode, Laura Gregg and David Partain are joined by Dr. Maribeth Kuzmeski, PhD, President of Red Zone Marketing. Maribeth shares some insights from her recent advisor study on how financial advisors are navigating through the pandemic. She discusses the impact of the pandemic on how advisors do business and shares some actionable ideas for creating memorable client events and meetings and how to prospect in the pandemic.  

In this episode, you will learn:

  • How advisors are growing their businesses – stats from her latest research study
  • What needs to change when you shift to a virtual event
  • How to put your website to work for you – especially during uncertain times
  • Getting personal with prospects — virtually
  • And more!

Discover how the pandemic has changed marketing for financial advisors!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Red Zone Marketing

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