Personal Information
Organization / Workplace
Greater New York City Area, Connecticut United States
Occupation
President and Founder
Industry
Finance / Banking / Insurance
Website
recommendedadvisor.com
About
I learned how to sell solutions early on in my career. At age 11, I helped increase sales of expensive baseball card sets at a local dealer by suggesting we break up the complete sets into more affordable team groupings. My reasoning? No kid could afford the whole set, but would love to own all the cards from his favorite team. I guess you’d call that marketing to the micro-customer! By tweaking the same product that wasn’t selling and removing the biggest barrier to the store’s target market, we sold fifty times more of the team cards and successfully traded or sold the rest to other dealers to meet our increased demand (before Social Networks existed). I’ve come a long way sinc...
Tags
finra
social media marketing
followerwonk
ria
twitter
lead generation
facebook
linkedin
fa
social networking
financial services
prospecting
u.s. securities and exchange commission
wefollow
financial advisors
social media
regulatory compliance
10-39
10-06
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