7. Rethink: Marketing Vs. Prospecting

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence? In this episode, Adam Holt & Derek Notman rethink the idea of prospe...

Episode 7 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "7. Rethink: Marketing Vs. Prospecting" was published on September 23, 2021 and runs 42 minutes.

September 23, 2021 ·42m · Rethink. Financial Advice

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Summary

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence? In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change … Continue reading 7. Rethink: Marketing Vs. Prospecting → Hosted on Acast. See acast.com/privacy for more information.

Episode Description

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence? In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change … Continue reading →

Hosted on Acast. See acast.com/privacy for more information.

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