In this episode, my guest is Dave Poulos, Global Marketing Executive for over 40 years, marketing thought leader, speaker, and author.
This episode started out as a conversation on how to market your firm pre-transition to improve your valuation, but quickly turned to so much more.
Not only do we cover this info for the transitioning advisor, but we also go over:
• Why advisors have a hard time with marketing (and why this means they need outside help)
• How to use client events and email to get the perfect referrals
• What marketing IS and IS NOT
• How to perform market research
• Developing a message that supports client acquisition
…and so much more!
Find Dave on LinkedIn at https://www.linkedin.com/in/dgpoulos/
Learn more about Olivia and her firm Lexicon Advisor Marketing: https://lexiconadvisormarketing.com/
