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Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen

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Manage episode 290664601 series 1331850
内容由Michael Kitces提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Kitces 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Matt Gulbransen is the President of Pine Grove Financial Group, an RIA based in Minnesota that manages over $550 million for 325 families. Despite the widely held belief that direct mail and educational seminars no longer work, Matt has continued to see positive marketing results from both over the past decade.

In this episode, Matt shares how he uses in-person seminar events geared toward educating people about financial planning and then convincing them to work with him to navigate the many life transitions on the way to retirement. We also talk about how Pine Grove has pivoted from in-person seminars to webinars due to the pandemic, as well as how that has affected their overall conversions.

For show notes and more visit: https://www.kitces.com/225

  continue reading

381集单集

Artwork
icon分享
 
Manage episode 290664601 series 1331850
内容由Michael Kitces提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Kitces 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Matt Gulbransen is the President of Pine Grove Financial Group, an RIA based in Minnesota that manages over $550 million for 325 families. Despite the widely held belief that direct mail and educational seminars no longer work, Matt has continued to see positive marketing results from both over the past decade.

In this episode, Matt shares how he uses in-person seminar events geared toward educating people about financial planning and then convincing them to work with him to navigate the many life transitions on the way to retirement. We also talk about how Pine Grove has pivoted from in-person seminars to webinars due to the pandemic, as well as how that has affected their overall conversions.

For show notes and more visit: https://www.kitces.com/225

  continue reading

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