FREE 27 POINT ADVISER MARKETING CHECKLIST

Rachel is the ultimate marketing professional who really understands the financial services profession! Using warmth, humour and understanding, Rachel has brought a rigour and discipline to our marketing strategy that was previously non-existent and the results are tangible. Not only has Rachel's strategic marketing advice enabled us to communicate effectively with our clients and prospective clients, it has also ensured the entire team is on board.

I engaged Rachel to assist with some structural assistance in regard to our Marketing and Client engagement strategies. We now feel we have things in place that enables us to provide a more consistent and reliable approach to our ongoing client and future client education strategies. We feel that this process has enhanced the relationships we have with our clients and makes our client meeting even more valuable and engaging