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Advisors Marketing Toolbox

February 2, 2021 @ 1:00 pm - 2:00 pm EST

We are thrilled to offer our Members a marketing skills webinar that will be delivered by Chris Milton, CEO of 323 Media – BA’s marketing support partner. Chris gives workshops and webinars that leave attendees with a game plan or takeaway that can often be applied immediately. He speaks on topics he’s learned from being hands-on within the ever-changing world of business. After working with advisors from a variety of firms offering professional services (insurance, benefits, legal, financial), Chris has seen, implemented, and scaled what works best. While it may not be the perfect recipe for everyone, it does provide a good example of an effective marketing package to grow your advisor business. Chris has developed an understanding of what works and how to get people and companies moving in the right direction with their marketing.

On February 2nd, Chris will draw on his experience to cover some of the impressive assortment of great Marketing and Sales tools that are available to everyone. However, that can also mean decisions are overwhelming when trying to figure out if a particular tool will be the right fit for your business and growth goals. If the following traits sound like your business, then you’ll know this is a can’t-miss presentation:

  • Selling B2B
  • Long prospecting and closing phases
  • Complicated/Technical jargon that some (or none) of your prospects understand
  • Clients stay with you for long periods of time
  • You can’t always win on price
  • Adding value goes a long way
Walking away from this presentation, the goal is that you’ll have a better understanding of the tools you can use to maximize your marketing and sales efforts. We look forward to having you join us!


February 2, 2021
1:00 pm - 2:00 pm EST
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