What to Do About Getting New Clients / AUM / Higher Target Premiums for RIAs, Broker/Dealers and Insurance Agencies
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"What to Do About Getting New Clients / AUM / Higher Target Premiums for RIAs, Broker/Dealers and Insurance Agencies"
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When internet marketing and social media are not pulling in new business like they are supposed to, do not do more marketing

New York Life runs ads on Fox Sports Channel, Statefarm and eSurance run their TV ads all over prime time.

What about a distributor, wholesaler, medium-sized investment manager / brokerage firm?

You are not going to run TV commercials like New York Life or sponsor NCAA Football like Pacific Life.

You do not need or want to anyhow. That costs tens of millions.

Get new clients, assets to manage and higher insurance premiums -- smarter and with low-tech. ​This paper explains how this works -- without gimmicks or hokey sales babble.

ABOUT​

Author Corey Weiner has worked on sales lead / demand generation for complex advertisers including AXA Equitable, Prudential Life, Pacific Life, Sun Life of Canada, John Hancock USA/ Manulife and AIG - in their Broker/Dealer, wire house, licensed financial professional channels.

And over four years as a consumer behavior researcher for the renowned Nielsen Research company qualifies Corey to troubleshoot / improve programming for advertisers interested in short-term leads / new business activity versus top-of-mind brand awareness.


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