If you’ve got marketing questions, you’re in the right place! We’re coming in hot with the inside scoop for financial advisors in this month’s Ask Us Marketing.
Joining us in the hot seat is Philipp Hecker, Co-Founder and CEO of Bento Engine, and he’s here to fill us in on why you should focus your marketing around client milestones.
Some important life changes may be obvious conversation starters, like retirement, for example, but what are the other transitionary needs advisors can anticipate? Dive in with us to get answers, expert insight, and hot tips for your marketing strategy.