Netted approximately $36,000 in new and ongoing fees
Some $4.0 million in new AUM
Timeframe: Eight weeks
“ Overall we are very pleased with the results of the Webinar Series and expect 21 of the new prospects to eventually contact SFG for services” Charles “Chuck” Steege, CFP ® SFG Wealth Planning Services, Inc.
Center of influence The collaboration between Chuck and Phil resulted in new exposure and new business
Experiment with social media An investment of less than $10,000 in a social media-driven thought leadership effort provided an outstanding short-term return
D. Bruce Johnston , Institutional Investor Fund Marketer of the Year and social media distribution strategist, brings his C-level expertise to a wide range of companies. As president of DBJ Associates , Bruce spearheads an innovative consulting firm that specializes in assisting companies in taking advantage of the latest in social media and human resources strategies.
John Drachman , creative director, project manager and senior writer for The Drachman Group, Inc. has been developing marketing communications programs for advisors, money managers and their service providers for more than 25 years. As a Series 7 Registered Rep, he brings a broad understanding of the strategic challenges RIAs, money managers and their constituencies face to each assignment.