Immediately Create Productive Centers of InfluenceCLIENT CENTRIC MARKETING FOR FINANCIAL ADVISORS
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Complimentary – Education & Proof of Concept
- Free 30 minute consultation with Matt Bellis and outline of the CCM program.
- Matt coaches you through a Free Proof of Concept “5 minute test call” to 2-3 of your best quality clients. Your results will provide a proof-of-concept.
- Your clients will agree to a follow up call to specifically discuss personal introductions.
All of the above can be accomplished within several days without interrupting your normal routine.
Schedule your free 30 minute consultation with Matt Bellis
From Our Founder
Make Your Own Opportunities
Client Centric Marketing, a division of MB Marketing, Inc., enables Financial Advisors to consistently complete warm, personally endorsed, high quality 1st appointments on an on going basis with the high quality friends and colleagues of an Advisor’s best clients.
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Plymouth Meeting, PA 19462
+1 (267) 2523221