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New Member - Sales and Marketing Focus

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Almontas33 View Drop Down
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Joined: Jul/31/2017
Location: New York
Status: Offline
Points: 2
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    Posted: Jul/31/2017 at 3:41pm
Hey all,

I am half a member of a financial/investment planning business out of San Francisco.

My brother is a registered advisor and has done pretty well in the last few years.

I help with the rest of the business (marketing, sales, prospecting, etc).

We set-up the busieness 6 months ago but word of mouth does not seem to be enough. 

Looking to learn as much as possible from you guys.  


Not sure if I can ask here....but for a rookie in your opinion what are the best marketing channels for investment advisors?
Al Montas
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missionshooter View Drop Down
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Joined: Feb/12/2014
Status: Offline
Points: 1506
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Jul/31/2017 at 3:59pm
Sounds like you are the rookie rainmaker... why not go knock on doors "hey I'm with my brother n me financial " .
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