Marketing Field Guide
1st Global Marketing Field Guide provides firms with a comprehensive marketing plan. The field guide incorporates a variety of mailing materials, client seminars, focused target follow up lists and effective scripts for use by the advisor and staff. It is designed to promote a firm’s unique ability to provide comprehensive holistic wealth management services.
Detailed plans are provided for each month including timelines for setup, deployment, follow-up, and how to calculate the effectiveness of each plan’s marketing component.