Neil McPeak, Jr.
Seminar Marketing from Scratch
New Jersey advisor Neil McPeak, Jr. is an Associate Vice President in a billion-dollar practice. As a Wharton graduate, he has tons of sophistication in all kinds of securities analysis, but until this year, he had worked almost solely with existing clients.
Starting last January, our mission became: Push Neil out the door and make rain, mostly through seminars.
Easy? Not so much. His first two mailings didn’t look promising. So we re-engineered his seminar process.
First year results: four seminar mailings, eight events, and $10M in new assets already closed with another $10M on the way. Total new AUM for 2017: $29M. (Forecast: the “Associate VP” title will soon be history.)
On this webinar, you will learn exactly what Neil did to turn a bleak present into a bright seminar future.