This time of year, it’s tempting to trade your briefcase for a sled and coast into January, but if you want to have a calendar full of appointments in February and March, you need to market to prospects now.
Our top financial services professionals had record years in 2023 as a direct result of their laser-focused marketing efforts. We’ve rounded up the most effective strategies they used, such as:
Traditional seminars
Daytime seminars
Digital seminar invites
New approaches to client appreciation events
Fill out the form below to access our video on the marketing strategies that will help you gather momentum as you glide into spring.
