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Client acquisition marketing
Last year, LeadingResponse faced a huge challenge: how to effectively market financial advisor clients to consumers who could benefit from their services. Through trial and error, our team discovered how to attract an unusually high percentage of prospects to online educational webinars. Specifically, they achieved a minimum 90% attendance rate. A New Process Is Born...
Client acquisition is necessary for your firm to grow.
Scott Kasprzyk is a national marketing consultant at LeadingResponse. He’s been with the company for over 15 years and in the industry nearly 20 years. Many financial services professionals have found client acquisition during a pandemic to be their greatest challenge yet. Advisors have been forced to rethink the way they conduct business. Many of...
Hard Lessons in Marketing from Jorge Villar
Next year will mark a quarter-century since I launched my own client acquisition marketing business. Here is how a chance encounter set me on the path to entrepreneurship. After college, I had landed my first real sales job at a direct marketing company. In 1994, I was asked to speak at a Chamber of Commerce...

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