Mark Ford runs Castor Abbott, an incredibly successful consulting firm that helps advisors re-think their client acquisition strategies (or lack thereof), get clear on what they actual do for their clients, and then helps them develop winning digital marketing campaigns that have brought in over $500M in new assets, millions in fee-based planning revenue, and other product sales.
Lifeworks worked with his team for over two years as they have helped transform our sales and client acquisition systems from the old traditional model to a scalable and predictable digital system for winning our best clients.
He provides a unique perspective on the current challenges advisors and firms face today and what needs to be done in order to fix the brokenness in our industry and win the future.
Lifeworks is a registered investment advisor
