He is actively engaged in the integration that will impact the industry. 23.45: Robert has got two companies that he is integrating right now. What is the time commitment, how much effort they put into in on a weekly basis and how much of it is on them and how much of it is just provided? 21.36: Robert talks about the onboarding process for an advisor.18.44: Our plans are to create one seamless branding website and marketing experience that is of the very best quality available in the industry but still price accessible, says Robert.17.41: We knew the only way to truly serve advisors was to also help them with their branding websites.15.23: We are trying to enable real time authentic communication in a way that scales for the advisor, says Robert.13.44: Robert says that they wanted to create a way that advisor could send a broadcast message to all of their clients or all of their prospects individually.12.00: Robert talks about the use of canvas the feature that they have added in the last 12 months.Your contact list is the thing that is going to become all your future business, says Robert. 8.07: Your contact list is your most powerful asset.5.46: Technology and content are two things to build relationships at scale to get entire 97% of the opportunity.3.18: Financial advisor industry had a really tough time in understanding or at least wrapping their head around organic marketing and bringing people into that, says Jason.They can do so much for people, but most don't know about them, and most advisors aren't marketers. 2.30: Financial advisors offer tremendous value.It was a good business, but it was all services. He scaled that up to serving about 800 advisors at its peak.
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