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Episode 27: Have You Built a Truly Effective Marketing Plan? – With Natalie Grassi

“Top advisors understand the purpose of doing a seminar is to form a connection with people.” – Natalie Grassi

To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality.

In this episode, Brad Swineheart speaks with Natalie Grassi, an advisor development consultant at Simplicity Scottsdale, to discuss strategies you can start implementing for an effective marketing plan.

Listen + learn about:

  • How to start building an effective marketing plan in three steps.
  • The importance of being open to marketing many areas and topics to expand your reach and step outside of your comfort zone.
  • Three drop dead best tips for being an effective seminar presenter.
  • Why data is a critical component for tracking performance.
  • And more!

Resources: White Glove | Brad Swineheart | Natalie Grassi

White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

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