Latest / Between Now and Success

Creating a Repeatable Marketing System That Generates Quality Leads with Jeremy Keil
In a Nutshell: If you want to grow your business, you need to build out a systematic, repeatable action plan that will reach your ideal prospects and motivate them to make some positive changes in their lives — including working with you.
Guest: Jeremy Keil is a CFP, CFA, CIMA, and founder of Keil Financial Partners in New Berlin, WI.
My Key Takeaways:
Be specific. Jeremy's firm is laser-focused on helping folks 55 and older transition into retirement. All their branding and messaging revolves around positioning the firm as an expert consultant for soon-to-be retirees.
Take advantage of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.