In this episode, Olivia has a great conversation with Daniel Keever - President and Founder of Evergreen Financial Marketing based out of Wilmington, DE. As a specialized financial advisor marketer, Daniel explains how he quickly realized that he’s less like a marketing vendor and more like a fitness coach.
Daniel walks Olivia through his approach on how he creates a process with his advisors to create content specifically for them, and why he changed what he used to call “Marketing Strategy” to “Client Relationship Strategy”.
There are many great takeaways from this episode, like when Daniel shares what he would tell an advisor who wants to start marketing but not sure where to turn. You’ll want to listen for the details on his 4-stage plan.
Download Guide mentioned in the show:
https://www.evergreenfm.com/content-engine
Connect with Daniel Keever
https://www.evergreenfm.com/
Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/
Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/
