Advisors University M&O Marketing

When it comes to accomplishing goals, it’s easier said than done. How you set your desired goals and work towards them can make a huge difference when it comes to following through on them. Here we will talk about SMART goals, CLEAR goals, and what you should look at when planning and working towards goals.

In this episode of Advisors University, our guest host helps us dive into the tips and tricks of direct mail marketing for financial advisors post COVID-19. Jennifer Bova, Marketing Advisor at Plum Direct Marketing, offers her exclusive knowledge on how to alter your direct marketing campaign to gain the most leads possible even in these uncertain times. And guess what? It works! 

Welcome to Advisors University!