Скачать или смотреть Financial Advisor Database Marketing | Part 1: MEG Database Management Webinar

In this database marketing and management series for financial professionals, our partner Mark Gaffney and MEG discuss five essential strategies for mining the "gold" out of your database and finding the low-hanging fruit that brings easy-to-convert opportunities.

Here's what to expect in part one of the two-part series:
00:00-05:57 | Intro + Agenda
05:57-09:34 | Creating a Referral Culture
09:34-13:01 | Starting a Referral Strategy
13:01-14:37 | MEG Referral Wow Box
14:37-15:39 | Launching a Referral Program
15:39-23:21 | Client Referral Event Example
19:55-25:13 | Summary + Q&As

Learn more about MEG's services with a free, no-obligation 15-minute consultation. Set yours up today: https://bit.ly/4b1x2Y7

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Learn more about Financial Independence Group at http://FIGMarketing.com

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