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The Advisor’s Dilemma

February 14, 2018 by William Gunn

The Advisor’s Dilemma

The quest for more referrals seems to always be at the forefront of advisors’ minds these days. Should the advisor ask for referrals? How will the client respond if asked? It certainly is a dilemma. What adds to the befuddlement is some marketing companies will tell advisors how they should ask for referrals; use these questions, use this setup, send that automated campaign, provide this questionnaire, send this letter. It is exhausting the amount of “solutions” that are available, ...

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Filed Under: Uncategorized

The Venue for The Marketing Forum

June 26, 2015 by Platinum Strategies

The Venue for The Marketing Forum

  The slideshow above is from the beautiful Hyatt Regency in Orlando, FL. Not only do they offer golf, a full-service spa, and 24-hour in-room dining, but it's also the venue for our live conference focused solely on marketing - The Marketing Forum. During your stay, you'll be in the heart of the action on International Drive. The Hyatt Regency Orlando (formerly The Peabody) brings you within minutes of world-famous theme parks while letting you escape in upscale accommodations and ...

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Filed Under: Event, News, Uncategorized Tagged With: marketing forum, the marketing forum

Platinum Advisor Strategies

From logo design to office forms and procedures, Platinum members get everything necessary to attract and retain high net-worth clients. All of this with a dedicated person that you'll know by name to help you every step of the way.

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Recent Blog Posts

  • Top 5 Ways Advisors Can Become More Referable
  • Is Robo-Marketing Eroding the Trust in Your Business?
  • The Advisor’s Dilemma

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