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In our podcast, we almost always focus on individuals who are achieving the extraordinary. However, today we’re highlighting an entire firm that is practicing truly unique marketing techniques.
Great Waters Financial continues to set themselves apart by applying innovative marketing strategies, which, when combined with their holistic approach to finances, creates a perfect model for success.
In this episode you’ll learn:
- What makes Great Waters Financial different from other firms
- The approach they take when planning with their clients
- Which marketing initiatives they use to build their exposure
- Why holding client appreciation events is a flawed approach to building relationships
- Their recipe for throwing packed-house referral events
- Unique strategies they use to maintain positive relationships with their clients
- And more!
Tune in now and learn how to make a lasting impression on your clients and referrals.
Resources: WealthVest | Great Waters Financial