In this discussion, Bill Good, a marketing pioneer in wealth management and founder of Bill Good Marketing, teams up with Frantz Widmaier, the company's CEO. They dive into the transformative power of marketing strategies for financial advisors, revealing how impactful content and effective referrals can skyrocket growth. The duo highlights the importance of personalized direct mail and innovative networking. They also emphasize maintaining strong client relationships through thoughtful communication during turbulent times, ensuring financial advisors stay relevant in an ever-evolving industry.
