We accessed content from 20 sales experts, articles, videos, and interviews
with top advisors in order to compile these best ideas for closing more sales using virtual meetings.
Learn more and access the report below.
Throughout the second half of 2020, Red Zone Marketing conducted four comprehensive surveys of thousands of financial professionals to see how they are conducting marketing given the constraints of social distancing and other effects of the pandemic.
We learned the top marketing strategies that are actually generating new business, uncovered the exact resources, how to’s and specific strategies. The result is a checklist you can use to evaluate your proficiency and potential areas you may want to upgrade in order to increase new business in 2021.
When a business is conducting marketing activity – asking for referrals, posting on social media, running a webinar, sending out an email campaign, advertising, etc. – do you ever consider why they are doing it? What is the message they are sending?
Red Zone Marketing conducted research from Sept 15-21, sponsored by Incapital, to find out how financial professionals are adapting and changing in response to crisis conditions. This is the third time we have conducted this survey (May, June & September 2020) and it continues to produce interesting insights as financial professionals navigate the landscape of their operations.
The research uncovered the marketing strategies today that are actually producing new clients.