10 Minutes of Marketing

The Financial Advocate

I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone.

This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners.

We talk about all things in terms of marketing: how to treat people, putting out consistent content & acting like a real person. I (Ryan) was a guest on Corey's podcast, "WHAT how?", a few weeks ago. He asked me questions about marketing with social media and how to approach new business from my POV as the planner.

In this episode, I ask him what he thinks as the marketer.

Thanks for listening!