Sales, Marketing and Practice Management Coaching

Our monthly coaching provides your practice with on-going direction and implementation of your marketing plan.  The MarFi Advisors' Coaching Program takes the marketing plan from conception to action. It is this phase of our offering that provides the execution of our advice, setting our model apart from competing programs.

Our coaching program focuses on deliverables by providing implementation of those services that fit with your unique practice.  We create timelines and priorities and get down to the nitty-gritty of hosting a V.I.P. event or a Family and Wealth Dynamic Seminar as examples.  We work side by side with you and become your team's outsourced Chief Marketing Officers.

FA coaching deliverables may* include:

• Creation of a tactical and Strategic Marketing and Business Plan
• FA and team training in:
  • Sales, closing techniques, negotiation, trust building, networking, family and wealth dynamics, behavioral finance, time management and other timely topics....
• Optimal team formation and structure
• V.I.P. Event Planning and Execution
• Seasonal and out of the box client gift ideas
• Referral strategies
• Public Relations
• Digital Marketing
• Luxury Branding
• Affluent market customer service ideas
• Customer Relationship Management tools' training

*If applicable to the FA's marketing and strategic plan