#111 How the Affluent Perceive Your Marketing

The Stephen and Kevin Show

Cold-calling, door-knocking, client events, referrals, introductions, social media, digital ads, print ads...when it comes to advisor marketing, there is no shortage of ideas.

But how do investors really feel about financial advisor marketing? For Episode 111, Stephen and Kevin dive deep and give their unfiltered perspective.

Discover what works (and what bombs) when attracting affluent clients. Tune in for actionable tips and unexpected marketing insights.

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Table of Contents:

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0:00 - Intro

05:33 - Marketing Situations

35:31 - Wrapping Up