Hi,VP of Digital Marketing for a Financial Advisor |
Post Reply | Page <12 |
Author | ||||||
Moraen
Admin Group Resident Sage Joined: Mar/09/2010 Status: Offline Points: 30786 |
Post Options
Thanks(1)
|
|||||
But you aren't the firm generating the lead, right? SmartAsset generates leads from THEIR brand. What it sounds like you are suggesting is that you will help generate leads for advisors using the ADVISOR'S brand. Is that not correct? To me that sounds like helping people through the marketing funnel, which to me sounds like a marketing service.
|
||||||
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis
Fiduciary as Fuck - iMo |
||||||
mustapha
Rookie Joined: Jun/06/2022 Location: houston Status: Offline Points: 31 |
Post Options
Thanks(0)
|
|||||
Yes, you are absolutely right. if that is what you meant, we are a marketing service.
|
||||||
luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
Post Options
Thanks(1)
|
|||||
Mufasa is being tested and continues to push on.
|
||||||
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
||||||
WarPig
Senior Member Joined: Dec/12/2019 Status: Offline Points: 9705 |
Post Options
Thanks(1)
|
|||||
I think he's legit. Not sure if he's worth a damn but I'm signing up at lunch and will report back.
|
||||||
Conrad Dobler
Platinum Member Joined: Mar/11/2010 Status: Offline Points: 42933 |
Post Options
Thanks(1)
|
|||||
You have to admire that.
|
||||||
Smithbarney88
Member Joined: Feb/22/2016 Status: Offline Points: 192 |
Post Options
Thanks(1)
|
|||||
Can your tools work with WealthBox CRM? I see Salesforce & Redtail listed
|
||||||
100% of my posts are fiction. All for humor. Enjoy!
|
||||||
Smithbarney88
Member Joined: Feb/22/2016 Status: Offline Points: 192 |
Post Options
Thanks(0)
|
|||||
Let me know what you find out
|
||||||
100% of my posts are fiction. All for humor. Enjoy!
|
||||||
mustapha
Rookie Joined: Jun/06/2022 Location: houston Status: Offline Points: 31 |
Post Options
Thanks(0)
|
|||||
Hi Smith, We will integrate with WealthBox if we there is a use case. Usually it takes couple of weeks to build the integration.
|
||||||
missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
Post Options
Thanks(0)
|
|||||
WB is the shit.
|
||||||
Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
|
||||||
Chief
Gold Member Joined: Mar/12/2010 Status: Offline Points: 16265 |
Post Options
Thanks(1)
|
|||||
What is the cost?
|
||||||
"You like winning don't you?" "Saves you from having to say the word please."
Good point Chief. Iceco1d 10/30/12 |
||||||
luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
Post Options
Thanks(0)
|
|||||
Do you mean Mufasa is the shit?
|
||||||
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
||||||
mustapha
Rookie Joined: Jun/06/2022 Location: houston Status: Offline Points: 31 |
Post Options
Thanks(0)
|
|||||
You mean for digital marketing\Lead Generation Services? That depends on the scope of work. But we usually do an initial free consultation and a free marketing plan. The free marketing plan includes
The above will be used to scope our engagement. It will be presented to you in a face-to-face meeting if you are based in Houston or over zoom if you are based somewhere else. Also the marketing plan document will be provided to you for free. If we both find we are match, then we kick off the engagement. Disclosure: As part of our qualification process, we work with financial advisors that are
So if you are interested, feel free to book an appointment with me on this link https://calendly.com/mustapha-9/30min . You can also message me in private. Thank you Mustapha |
||||||
Moraen
Admin Group Resident Sage Joined: Mar/09/2010 Status: Offline Points: 30786 |
Post Options
Thanks(0)
|
|||||
Baller.
|
||||||
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis
Fiduciary as Fuck - iMo |
||||||
WarPig
Senior Member Joined: Dec/12/2019 Status: Offline Points: 9705 |
Post Options
Thanks(0)
|
|||||
Updating everyone... I've sent Steve a message. No response yet.
|
||||||
mustapha
Rookie Joined: Jun/06/2022 Location: houston Status: Offline Points: 31 |
Post Options
Thanks(0)
|
|||||
Hi, Apology if I missed something. Where did you send me the message? I don't have any messages in the private messages folder. please feel free to send me an email at mustapha@leadcenter.ai or you can book an appointment directly on my calendly at https://calendly.com/mustapha-9/30min |
||||||
richchick
Senior Member Joined: Mar/11/2010 Status: Offline Points: 2500 |
Post Options
Thanks(0)
|
|||||
I was just going to say - hey mustapha. Tell us just a tiny bit about yourself. Like do you play tennis? Video games? Drive a cool car?
|
||||||
mustapha
Rookie Joined: Jun/06/2022 Location: houston Status: Offline Points: 31 |
Post Options
Thanks(0)
|
|||||
Thank you for asking, I love skiing and scuba diving. Also I am HOG (Harley Davidson rider). The best ski resorts that I used to visit regularly before covid is Kitzbuhel in Austria and Chamonix Mont Blanc on the french side of the Alps. Best Scuba diving spot is the Sharm Al Sheikh resort in Egypt. Amazing coral reefs :):)
|
||||||
WarPig
Senior Member Joined: Dec/12/2019 Status: Offline Points: 9705 |
Post Options
Thanks(1)
|
|||||
First report:
Mustapha was on time for our zoom. That’s a pet peeve of mine so i was happy about that. He’s legit. I actually know an advisor team he works with. He didn’t know I knew this but figured it out in our conversation. They swing a big bat and would easily be the biggest producer of they were on AH by a factor of 2-3. Vast majority of what they do is digital. I didn’t know Mustapha ran their digital. They would never give me the black box. Know I know. One of their marketing’s channels has gotten massive. I’m doubtful this is repeatable (think Rodger Whitney size) but maybe it doesn’t have to be. He’s not cheap. Not costly though if he delivers. (I can share via PM) Depending on your marketing budget and market he could be very impactful. I’m not sure how well he will do In my market but he took the challenge so we’ll find out. Luv, Mission, Ducati .. you have great markets for what he is doing. He’s putting together a proposal for me. I won’t share specifics because I know he’ll be super fair with his first and loudest AH client |
||||||
If you invite me to lunch, I'll report you.
|
||||||
mustapha
Rookie Joined: Jun/06/2022 Location: houston Status: Offline Points: 31 |
Post Options
Thanks(0)
|
|||||
Thank you so much for the kind words and I look forward to working with you.
Edited by mustapha - Jul/19/2022 at 9:57am |
||||||
Post Reply | Page <12 |
Tweet |
Forum Jump | Forum Permissions You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum |