92 min listen
Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen
Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen
ratings:
Length:
90 minutes
Released:
Apr 20, 2021
Format:
Podcast episode
Description
Matt Gulbransen is the President of Pine Grove Financial Group, an RIA based in Minnesota that manages over $550 million for 325 families. Despite the widely held belief that direct mail and educational seminars no longer work, Matt has continued to see positive marketing results from both over the past decade. In this episode, Matt shares how he uses in-person seminar events geared toward educating people about financial planning and then convincing them to work with him to navigate the many life transitions on the way to retirement. We also talk about how Pine Grove has pivoted from in-person seminars to webinars due to the pandemic, as well as how that has affected their overall conversions. For show notes and more visit: https://www.kitces.com/225
Released:
Apr 20, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol Anderson: Learn how the founder of Money Quotient employs a holistic approach to financial planning engagement. by Financial Advisor Success