
Barron's Advisor Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing
Aug 15, 2023
Learn about 'sphere of influence' marketing and how it is redefining client acquisition. The guest discusses starting in the industry during the financial crisis, working with key spheres of influence, active communication for good client fit, training the next generation of advisors, and proactive client communication and collaboration with advisors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Starting in the industry during the financial crisis
02:10 • 21min
Working with Key Spheres of Influence
23:21 • 5min
Active Communication for Good Client Fit
28:50 • 7min
Training and Nurturing the Next Generation of Advisors
35:45 • 7min
Proactive Client Communication and Collaboration with Advisors
43:07 • 2min
