...For Advisors

Episode 5: David Poulos on Growth Marketing

“The average person’s sphere of influence has actually shrunk from a face to face basis, despite people having lots more connections digitally, in terms of “Friends” on Facebook or Followers on Twitter or Instagram. Once advisors have exhausted the pool of face to face referral opportunities, their growth typically plateaus, without a way to scale up beyond the personal referral.

That’s where a marketing program comes in, and that’s what we want to talk about today. Modern advisory practices, if they want to grow beyond a certain point, need to approach it in a different way than they used to. That doesn’t mean that some of those time-honored marketing tactics don’t work anymore, it just means that they need to be approached differently in order to be effective.” – David Poulos, Director of Marketing, Pinnacle Advisory Group

David Poulos joined Pinnacle as the Director of Marketing in 2018. He is responsible for developing strategies that drive growth and create media and industry awareness through the effective use of events, print, direct mail, radio, video, Internet, social media, and e-mail.

Dave has over thirty years of marketing experience, with a Bachelor of Science degree in Marketing Communications from Northeastern University. Through his consulting firm, he served as a marketing and branding consultant to a host of clients, including American Airlines, Coca Cola, and MasterCard. He is also the author of the award-winning book, The Marketing Doctor’s Survival Notes, and has published over 30 articles on a variety of marketing topics in nationally-published news magazines and websites.

Most advisors say they want to grow, to sign on more new clients, but often aren’t sure exactly what steps to take to get that process started, what resources they need, how much to spend and how best to market their firm to find the clients they really want.  In less than 30 minutes, Dave shares the steps needed to build a marketing program plan that will position your firm to attract the clients you need to add to your book of business, how to prepare your firm for their first marketing efforts, and how to pick which efforts might be right for your firm, and how much it will cost you to do them in the most efficient way possible. Join in and listen for a rolling half hour of information you can put to work right now in your practice.

 

Episode 4: Ken Solow, Pinnacle Advisory Group, on Modern Portfolio Theory

“The way you can outperform, the way you can say your company is adding value is through manager selection. And the way we did manager selection is through picking mutual funds. So I think that's where everybody started, and actually where a lot of the industry remains. But it was after that 2000-2001 bear market, that we decided we needed to go on and explore something different, something that would be a more robust strategy for managing risk.” – Ken Solow CFP®, Founding Partner Pinnacle Advisory Group

Ken started Pinnacle over 25 years ago with his 2 partners, Dwight Mikulis and John Hill, with the idea that they can serve clients in a much more in-depth and personalized way than their competitors in the market at the time without having to make the uncomfortable choice between company's profit goals and clients' best interests when making recommendations on elements of their financial plans and investments. Ken is a recognized expert in modern portfolio theory and has applied his knowledge of risk management through the investment team at Pinnacle to their client portfolios to help manage volatility and mitigate downside risk.

 Don’t miss this in-depth, far-reaching interview with one of the great minds in portfolio construction, Ken Solow.

Episode 0: ...For Advisors Introduction

Welcome to “ . . . For Advisors”, the podcast for and about financial advisors. “For Advisors” will be covering a wide range of practice management and advisory topics to help you, the smaller financial advisor, better manage and grow your practice.