Thursday, February 12, 2015
How to get in Front of CPAs & Attorneys Using the Values Trust Strategy - Building Out Your Practice
When it comes to targeting a specific demographic group, no other sector in the financial services industry is sought after more than the fiduciary market. CPAs, attorneys and trust officers are primary gatekeepers into the world of wealthy and affluent clients. Learning a first contact approach can open your practice to a significant referral audience.
Anthony uses two items in his marketing arsenal as pre-approach strategies to penetrate this market: The Values Trust strategy and, surprisingly, the extraordinary movie The Ultimate Gift.
6 free gifts from Anthony at http://www.anthonymorris.ca/free-newsletter/
Syndicated financial columnist Steve Savant interviews Anthony Morris, author,International keynote speaker & practice development coach in the financial services sector.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
Powered by Ash Brokerage
At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.Learn More >>
Give Us A Call: (800) 589-3000
© 2013 Ash Brokerage Corporation
This web site is for appropriately licensed independent advisors, insurance professionals and/or registered representatives. Not intended for public use.