I’m Bill Losey. The past year was my best ever. I didn’t lose any clients and I secured at least one new ideal client per month by leveraging my time using the internet and social media. My newsletter subscriber base grew by over 125+ new readers per month; I was approached by a major NYC book publisher; major networks like CNBC and FOX invited me on regularly; and I was interviewed by other major media outlets including Oprah & Friends, Martha Stewart Living Radio, CBS Evening News, U.S. News & World Report, AARP and Bloomberg to name a few.
SavvyAdvisorMarketing.com is a new training compnay I started to coach financial advisors and planners how to differentiate and diversify their marketing (so they can dominate their competition). Check out landing page here:
Culture: I am a small, successful, home-based busines owner (registered investment advisory firm) with the freedom to do what I want when I want. Through savvy marketing I have gone from unknown to the national spotlight in less than 3 years (and within my industry).
Tell us a bit about who you are and the people you reach
Financial advisors, financial planers, insurance agents, financial service firms (banks, brokerages, insurance, accountants). They are people who are struggling to attract new ideal clients; want to gather at least $5 million + in new investment assets each year; they are people who wish to leverage the net and social media to get national media attention; they are people who want to secure and keep new clients forever (build relationships, not transactional biz); advisors who wants to work fewer hours and make more money. My industry is predominantly male 75%, with 25% female. They may eiterh be people who are struggling or advisors who want to take their marketing success to the next level.
I am a visual person but am not an artist or creative with designs. You are FREE to be as creative as you wish. Looking for a sharp crisp logo that projects being savvy OR something completely off-the-wall creative (outside the box) since goal is to stand out, differentiate and diversify marketing.