In this episode of Get AdvisorFIT, Olivia Luper interviews Jeremy Blubaugh, a retired sales rep, author, and founder of Coinflip Marketing.
Together they discuss the power of personalized gift-giving strategies and how it can make a significant impact on client retention and referrals.
Jeremy shares the framework of his USP gift-giving approach (Unique, Surprise, Personalized) and explains how to use this strategy to enhance your client relationships.
Curious about the art of personalization in financial advisor marketing?
Tune in to this episode to learn more about creating a deeper connection with your clients, navigating changes within your own business, and practical tips for marketing success.
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
Learn More About Coinflip Marketing: https://www.coinflipmarketing.com/
Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/coinflipmarketing/
Thanks for stopping by! And don't forget:
Lift Heavy
Invest Often
Market Your A$$ Off
