A lot of advisors have seen growth in the past few decades and especially in the past few years. With these changes come new market trends and developments. We are mixing it up today and spotlighting Karl’s interview on another FIG podcast, Retirement Inside Out.
Karl and Tom, the host of Retirement Inside Out, will be discussing their careers at FIG as well as the marketing trends they’ve noticed throughout the years. From referrals to webinars you need to stay on top of marketing trends by using multiple avenues to reach clients and potential clients.
Learn more about our guest: https://www.retirementinsideout.com/
[1:50] – Karl’s backstory and FIG model
[8:52 ]– Working with the local market
[13:27] – Development and coaching advisors
[19:27 ]– Client referrals and digital marketing
[23:46 ]– Affinity Group & Tip of the Triangle
The number of client referrals they are getting has increased because of their digital marketing. Their webinars specifically, because they sited its so much easier for the ‘Smiths’ to refer the ‘Johnsons’ living next door. – Retirement Inside Out