Who is Paul Watkins?
I have been consulting to the financial services industry since 1994 and have seen the good the bad and the ugly of marketing and sales practices. Just to brag a little, I have won national awards for marketing campaigns and am a sought after platform speaker on the subject.
What I have seen in the last decade and a half is that changes to the financial services industry have been accelerating, with many advisers trying to find new ways to work. I constantly get questions about whether to use and how to use Facebook, web sites, webinars, mail drops and other marketing tools. But here is the catch. They may be of some value to you, but these will NEVER replace the need for activity and constant meaningful client contact!
At a strategic level, the 'trick' is to FOCUS and make yourself the GURU of your niche. On a tactical level, the trick is to make small (5% to 10%) improvements to each component part of your current sales and marketing activity. A small 10% improvement in each of six components of your marketing and business activities= a 177% growth overall!
So who is Paul Watkins? Someone who can offer you practical ideas that are proven to grow your financial services practice.
What I have seen in the last decade and a half is that changes to the financial services industry have been accelerating, with many advisers trying to find new ways to work. I constantly get questions about whether to use and how to use Facebook, web sites, webinars, mail drops and other marketing tools. But here is the catch. They may be of some value to you, but these will NEVER replace the need for activity and constant meaningful client contact!
At a strategic level, the 'trick' is to FOCUS and make yourself the GURU of your niche. On a tactical level, the trick is to make small (5% to 10%) improvements to each component part of your current sales and marketing activity. A small 10% improvement in each of six components of your marketing and business activities= a 177% growth overall!
So who is Paul Watkins? Someone who can offer you practical ideas that are proven to grow your financial services practice.
