What to Do About Getting New Clients / AUM / Higher Target Premiums for RIAs, Broker/Dealers and Insurance Agencies

Playing at a different level than simply enlisting more marketing minds, social media, internet and creativity can yield better returns on monies spent towards getting new clients, assets to manage and insurance premiums.

ABOUT​

Author Corey Weiner has worked on sales lead / demand generation for complex advertisers including AXA Equitable, Prudential Life, Pacific Life, Sun Life of Canada, John Hancock USA/ Manulife and AIG - in their Broker/Dealer, wire house, licensed financial professional channels.

And over four years as a consumer behavior researcher for the renowned Nielsen Research company qualifies Corey to troubleshoot / improve programming for advertisers interested in short-term leads / new business activity versus top-of-mind brand awareness.

 

 

 

 



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