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Topic » Marketing Strategies 

 Featured Article

The Future of Marketing & Sales

Bill Losey might be on to something. The tech-savvy CFP from upstate New York started distributing an e-mail newsletter three years ago, to a whopping 120 people. Since then, Bill Losey’s Retirement Intelligence has grown its subscriber list to 6,500, and it’s adding three or more people nearly every day...


 Case Study

Marketing Case Study: November 2009

Mark Snyder, ChFC, has a one-word answer for the advisor seeking marketing’s Holy Grail. “Listen,” says the perennial top producer, with 30-plus years of experience. “After meeting with a steady stream of similar clients, say recently retired seniors, themes or trends will emerge from the conversations...

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 5 Marketing Fast Facts

According to CSOInsights.com, the top marketing objectives among a cross-section of 550 firms in services, technology, manufacturing, and others, are:

  1. Increasing new customer acquisition—87.6%
  2. Optimizing cross-selling and up-selling—44.5%
  3. Increasing brand awareness—39.7%
  4. Improving customer loyalty—33.4%
  5. Optimizing new product introduction success—27.7%

Source: Joanne Black, "No More Cold Calling"


 Marketing Blog with Kerry Johnson

Kerry Johnson

Pursuing an absolutely dead-end lead will likely cost you in the end.

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 Marketing Strategies Cover Gallery



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 Marketing strategies that work

Every senior advisory practice needs to be in a constant state of forward motion. It needs to consistently grow through a regular stream of promising prospects, new products and services, state-of-the-art technology and access to the latest research.
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Each month, Senior Market Advisor packs its issues chock full of hot marketing and sales tips and strategies. If you find that information helpful, then you're in for a treat.
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There's a reason Ron Tuchin devotes an entire page of his firm's Web site to client testimonials.
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