Client Marketing Webinar: Client Marketing Systems, Client Marketing Strategy

How this FA raises $5M in new AUM every year from clients alone

This FA Raises $5M in New AUM Every Year from Clients Alone
Learn the client marketing strategy of a million-dollar producer!

The man to your left is Ray Dunlap – and he’s someone you really should listen to.  Ray is a CFP in Georgia with over $100M in AUM.  Last year, he reached an elite milestone: he became a million-dollar producer.  More importantly, Ray is one of the best in the industry at client marketing.     

His secret?  Some time ago, he revamped his approach to client marketing.  Now, his practice is all about building a client community.  The result?  He averages about $5M in new AUM each year from clients alone.  Even more impressive is that since changing his client marketing strategy, he’s received over 40 referrals

Half of those have already opened accounts with him.  

Understand, these results are not a brief statistical anomaly, never to be repeated.  They’re part of a steady, long-term trend.  It’s all because his client marketing strategy is comprehensive and consistent – and it brings in new assets month after month after month. 

Now that I have your attention, I have good news and better news.  The good news is that you too can enjoy the same type of client marketing success Ray has.  The methods and processes Ray uses – as ingenious as they are – are scaleable, repeatable, and can be done by just about anyone.  It’s not magic; it’s science. 

The better news is that now, for two days only, Ray is willing to share with you the exact science of his client community approach.  That’s why you should attend our upcoming webinar:

Building a Client Community
The Marketing Strategies of a Million-Dollar Producer

Wednesday, November 15

4:00pm EST
Register Here

Thursday, November 16

1:00pm EST
Register Here

One of the lessons Ray has learned over his years in the industry is that to truly get the most out of your client relationships, you have to:

Be the common denominator in every milestone or important event in a client’s life.

To do that, Ray has created some amazing innovations in client marketing.  He makes his clients feel like part of a special community, and the results speak for themselves. 

When I spoke with him about his strategy, I was blown away by some of Ray’s ideas, not to mention his attention to detail.  But what really got my eyebrows raised? 

It’s all so simple.  (Isn’t that always the case with the best ideas?) 

Here are some of the things Ray and I will teach you on this webinar:

  • How Ray uses client data to stage incredible events – and the one event he held last year that generated fifty new prospects
  • A simple trick Ray uses on client reviews that has netted 40 new referrals
  • How Ray gets introductions to clients’ friends and family members
  • Ray’s LinkedIn strategy for deepening client relationships
  • And much more!

Building a Client Community
The Marketing Strategies of a Million-Dollar Producer

Wednesday, November 15

4:00pm EST
Register Here

Thursday, November 16

1:00pm EST
Register Here

The upshot of all this is that not only does Ray bring in new assets and referrals through client marketing, he retains the majority of the assets when a client dies.  I promise you, most advisors cannot say the same.   

So, if you’ve ever wanted to get more assets and referrals from your existing clients, we’ll present a simple strategy that will help you do it.    

Or if you’ve ever said, “I want to have stronger, deeper relationships with my clients,” we’ll explain the science behind how this is done.  Trust us – it’s not a mystery.

Above all, if you want to grow your business the way a million-dollar producer does, then I’m telling you: do not miss this webinar. 

BUT WAIT!  THERE’S MORE! At the end of the webinar, we’ll even give you a goody basket containing some of the materials and resources that Ray uses. 

So what are you waiting for?  Drop what you’re doing and register for:

Building a Client Community
The Marketing Strategies of a Million-Dollar Producer

Wednesday, November 15

4:00pm EST
Register Here

Thursday, November 16

1:00pm EST
Register Here

Just click the link above to register.  I look forward to seeing you on our webinar! 

Sincerely,

Bill

 


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