Leverage Multiple Marketing Paths to Find the Right Prospects

"All you can do is prep them so when they're ready to work with an advisor, you're top of mind."

For advisors trying to enter the marketplace in their area, this case study provides real world answers. Scott Ford, CEO and founder of Cornerstone Wealth Management Group, tells us how he uses the marketing materials from Carson Group as well as his own local efforts to bring his firm to "top of mind" for prospects, and how these have turned into loyal clients.

You'll learn:

  • How to use content pieces such as newsletters and free guides to prepare prospects to work with you in the future.
  • How to leverage workshops and Centers of Influence in the community to create relationships with potential clients.
  • How a solid reputation and a known name in the community take time to build, but are the bedrock of a great business.