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Financial Advisor Marketing Has Evolved
No more cold-calling, harassing your network for leads, begging for referrals, doing evening seminars or spending hours on social media posting content hoping to get the next person to say Yes.
We'll build and manage a pipeline full of ideal high net-worth individuals for you and get them booked on your calendar.
We calculate all economic indicators and understand feasibility of advertising campaign
Financial Advisor Marketing Has Evolved
Prospects and Clients are getting wiser. They are more sophisticated. Clients are only doing business with those they already know, like, and trust. But that doesn't mean it has become more difficult... In fact, working with High Net Worth Clients might be easier than ever.
After working with and talking to hundreds of advisors, we've identified the 3 Pillars advisors need to succeed.
LEAD GENERATION
Client Clarity and Powerful Offer Creation
LEAD NURTURING
Power Positioning and Engagement
LEAD CONVERSION
Lead Conversion and Appointment Setting.
Advisors who have these 3 pillars firmly in place enjoy the lion's share of success, growth and impact... while others remain stuck. By implementing our pillars, clients are able to…
Who We Are and How We Started
Let's start at the beginning… Daniel Hanzelka, started in the financial industry 27 years ago. As a financial advisor and a recovering CFP he understands the challenges advisors face in todays fast pace and ever changing environment.
Daniel started RESET Global from his own frustration, and the frustration of many financial professionals, of not knowing where the next client would come from. After spending 18+ years as a financial advisor and acquiring his CFP designation, Daniel realized that having the technical knowledge was not enough to build a scalable and sustainable business. Being a great technician was not enough to get in front of an audience to share that knowledge.
Daniel began to learn about marketing and how to use social media for business growth. With his experience in the financial industry and his knowledge of using social media, Daniel then began coaching other financial advisors about marketing, lead generation, and how to use social media like LinkedIn to build a sales pipeline to grow their business.
Today RESET Global has grown to be a successful marketing agency that works exclusively with established Insurance and Financial Advisors and Professionals to help them build scalable and sustainable businesses.
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