Are Your Clients Part of Your Marketing Team? скачать в хорошем качестве

Are Your Clients Part of Your Marketing Team?

Jack Casady of Beck Bode and Greg Banasz of Steward Partners join Marketing Matchup to talk about where growth really comes from once referrals alone stop carrying the load. With the right approach, reviews, education, advisory boards, and everyday interactions all turn clients into active participants in growth. Chapters 00:00 Introduction to Marketing Mashup 01:15 Greg Banasz's Journey in Marketing 02:41 Jack Casady's Path to Marketing Leadership 04:49 Defining Marketing in Today's Landscape 09:20 Navigating Marketing Fragmentation 12:07 Prioritizing Marketing Efforts 14:40 Tracking Marketing Effectiveness 21:23 Balancing Firm and Advisor Marketing 23:43 Building Trust in Financial Services 30:44 Empowering Advisors Through Ownership 32:30 The Balance of Brand Equity and Independence 34:54 Articulating Value Propositions 36:25 Defining Brand Value in Financial Services 39:43 Perception and Client Experience 41:33 Referral Programs and Their Impact 46:21 The Role of AI in Marketing 53:24 Future Marketing Trends for RIAs To find out more about Gregory FCA, click here: https://www.gregoryfca.com/ Follow us on Twitter:   / gregoryfca   Follow us on Instagram:   / gregoryfca   Like us on Facebook:   / gregoryfca   Follow us on LinkedIn:   / gregory-fca