By Dan Klein – CEO, Sage Marketing When we speak with entrepreneurs the conversation usually starts with them saying that they are looking to grow their business. Not a bad way to start, but we usually cover a few important things before we can get to working on that. I’ve framed out a few foundational […]
By Peter Kaufman – Director of Creative Services, Sage Marketing Who doesn’t love a great customer service story? Here’s one: When my wife was pregnant with our third child, she had a hankering for a cheeseburger from Five Guys Burger and Fries. We had two little ones at home and she was due in 2 […]
By Peter Kaufman – Director of Creative Services, Sage Marketing In all my years working with financial advisors, one statistic never fails to amaze me: The average advisor adds ONE NEW CLIENT per year. Can you imagine any other business development position where this would be tolerated? There are several reasons for this:
By Dan Klein – CEO, Sage Marketing So last week I went into a bookstore, yup an old fashioned locally owned bookstore. The smell of the books brought me back to a time when that was a normal thing. After I picked out the book I went in to buy, I saw on one of […]
By Dan Klein – CEO, Sage Marketing Last week we lost Anthony Bourdain way too early. I have watched his shows through the years, and even met him once randomly on a street corner in Manhattan. For those of you who don’t know, I have a habit of meeting people in my travels and yes, […]
Sage Marketing is pleased to announce the opening of our new location in Los Angeles, CA. Phil Hoblin JD, PhD will be supervising the office in Marina del Rey. Phil is a seasoned executive within the financial services industry, as well as thought leader in helping businesses to create and execute their growth strategies. […]
Written by Andrew Hinkle, Director of Consulting – Sage Marketing After watching Star Wars: The Last Jedi (personally ranked #3 in the series), I started thinking about what Jedi skill would be the greatest benefit to financial advisors. Wielding a lightsaber? Moving objects with your mind? Appearing as an apparition to help others?
By Dan Klein – CEO, Sage Marketing I’m sure everyone has seen the ads – “I’ve gotten tons of new clients and my system is easy” says the guy standing next to the Lamborghini…well, that’s one way to sell your programs. Are they just selling something or are their programs for real???