Multi-touch Marketing Plans with Meaningful Activity

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing multi-touch marketing systems.

Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”. Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality.

This episode shares:

  • How to build a twelve-month multi-touch marketing plan of meaningful activity.
  • How to properly think about marketing for your firm.
  • Committing and scheduling your company to a 12-month marketing calendar.
  • How to properly implement this 12-month marketing calendar.

Resources Mentioned in the Show:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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