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$15 Million Advisor Shares Marketing Strategy

by | Sep 19, 2017 | Marketing | 4 comments

Stephen Stricklin had an idea: engage people and make their retirement simpler.

At Wise Wealth, LLC, Stephen Stricklin had an opportunity. People were coming to his seminars, but they weren’t fully appreciating his depth of knowledge or following through with appointments to start their retirement strategy planning. Enter Simplify Your Retirement. We’ll let Stephen explain:

 

For more information on Simplify Your Retirement, please contact your CreativeOne sales team at 800.992.2642.

4 Comments

  1. Frank Dunaway
    Frank Dunaway on November 6, 2017 at 4:13 pm

    Sounds like our situation exactly!!! They love the nice Dinner, and seem to enjoy the Presentation…but the follow thru is abysmal!!!

    Frank Dunaway

  2. Frank Dunaway
    Frank Dunaway on November 8, 2017 at 3:12 pm

    So, what are we doing…is this a service or just his story?

    Frank

    • Ashley Bowles - Senior Copywriter
      Ashley Bowles - Senior Copywriter on November 14, 2017 at 10:26 am

      Hi, Frank!

      Simplify Your Retirement (SYR) is a marketing program we offer. It has been successful for those who have utilized it, and we encourage you to explore it as a strategy. Someone from our team will be contacting you soon to answer any questions you have to see if SYR is a fit for you and your firm. Have a great day and thanks for reading Creative Edge!

  3. Frank Dunaway
    Frank Dunaway on November 8, 2017 at 3:13 pm

    So, what is the “Compelling Proposition”?