Are Your Clients Part of Your Marketing Team?
Автор: Gregory
Загружено: 2026-02-02
Просмотров: 44
Описание:
Jack Casady of Beck Bode and Greg Banasz of Steward Partners join Marketing Matchup to talk about where growth really comes from once referrals alone stop carrying the load. With the right approach, reviews, education, advisory boards, and everyday interactions all turn clients into active participants in growth.
Chapters
00:00 Introduction to Marketing Mashup
01:15 Greg Banasz's Journey in Marketing
02:41 Jack Casady's Path to Marketing Leadership
04:49 Defining Marketing in Today's Landscape
09:20 Navigating Marketing Fragmentation
12:07 Prioritizing Marketing Efforts
14:40 Tracking Marketing Effectiveness
21:23 Balancing Firm and Advisor Marketing
23:43 Building Trust in Financial Services
30:44 Empowering Advisors Through Ownership
32:30 The Balance of Brand Equity and Independence
34:54 Articulating Value Propositions
36:25 Defining Brand Value in Financial Services
39:43 Perception and Client Experience
41:33 Referral Programs and Their Impact
46:21 The Role of AI in Marketing
53:24 Future Marketing Trends for RIAs
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