The MarFi Advisors difference

MarFi (Marketing for Financial) Advisors, LLC

MarFi's unique approach to sales, marketing and business process improvement coaching supplements your current business structure with proven techniques. We roll up our sleeves and provide you with working solutions and real meaningful assistance.

The fact is, we take significant hands-on measures to improve your affluent client acquisition and retention efforts. These can include event planning, authoring associate bios, monthly strategy sessions and providing tactical recommendations. This is more than an 'arms-length' relationship; we are interested in helping you produce real results that go to your bottom line.

Antoinette Rodriguez-Principal

MarFi's principal is Antoinette Rodriguez, the creator of the Total Quality Marketing program. (TQMK)^TM A former Financial Advisor with Merrill Lynch's New York City headquarter office, Ms. Rodriguez is an author and award-winning marketing consultant. She holds a degree in finance and an MBA in Total Quality Management.

As a specialist in marketing to affluent investors, Ms. Rodriguez has coached senior financial advisor teams throughout the Northeast and West Coast.

What is Total Quality Sales and Marketing? (TQMK)^TM

It is MarFi Advisors comprehensive, holistic approach to marketing to an affluent target market. It offers guidance for crucial touch points, covering every aspect of your practices' sales, marketing and workflows. Total Quality Sales and Marketing seeks quantifiable results and an increase in the number of affluent clients who utilize your practice.

As a total marketing solution, TQMK^TM covers sales training for FA teams, increasing qualified high net worth referrals, data-mining the top part of your book, holding successful V.I.P. events, 'Ritz-Carlton' touches for your practice, circle of influence referrals, reinforcing super referrers, improving your pitch book, utilizing direct mail, integrating e-marketing, baby boomer, business owner, not-for-profits, foundations and multi-generational marketing strategies.

BPI - Business Process Improvement & Ideal Practice Management

Your office processes and workflows are an important component of your success. We go beyond marketing and improve your internal processes also. Our Business Process improvement (BPI) covers a diverse range of factors critical to an efficient practice

Topics covered include effective 'A' time management, utilizing technology to improve productivity, managing team dynamics, motivating your assistants, utilizing interns, client review processes, ideal client experiences, delegating minutiae, work flow management and other business process improvement ideas.

*Important note: Always check with your compliance office and or branch manager before implementing any marketing idea. The information provided does not constitute a recommendation for the sale or purchase of any securities or insurance.