Two Main Strategies

Social Media - portfolio value ladder (20%, 40%, 60% price)

Cold Calls - we cover it

Marketing Strategies

  1. Foundational Learning:
  2. Niche Expertise:
  3. Social Media Outreach:
  4. Generating Referrals:

Sales Process

Prospecting Calls

Sales Calls and Client Management

Value Ladder Strategy

Outreach and Expansion