Are you attracting and retaining affluent investor clients?

Is your practice firing on all cylinders?

How successful is your practice at capturing and retaining affluent investors? Are you confident that your marketing approach is complete, employing street-smart tactical techniques and attracting the right clients?  Odds are that you are missing some critical components. MarFi Advisors has a solution.

MarFi Advisors is your marketing brain trust

MarFi Advisors, Inc, is a sales, marketing and business relationship coaching firm developed by and for Senior Financial Advisors. We specialize in the relationship development, targeted acquisition and retention of affluent investors.

What differentiates us from the competition?  We take a holistic marketing approach. Our approach is hands-on and we get personally involved in developing a best-practices approach that leads to more and meaningful affluent relationships.

Real relationship building techniques

Our approach gets down to brass tacks. We provide specific strategies to improve your client and prospect relationships in order to take your practice to the next level. The MarFi coaching program takes a ‘real-world’ approach and includes: FA and team dynamics, relationship development, sales cycle process, behavioral profiling, negotiation techniques, body language, time management and other custom coaching solutions.  (more)