Dubick & Associates
Marketing and distribution planning for financial services firms
Marketing Materials
Sample Client Survey
Using a client survey can help advisors retain clients, generate referrals and build their business. Using a client survey such as this one can help advisors learn more about their clients and keep improving their services.
Five Steps Guaranteed To Improve Your Marketing Today
Most financial advisors find it difficult to stay focused on marketing activities and most do not follow through. Learn about the five steps which can help advisors improve their business by increasing referrals, enhancing client communications, deepen relationships, increasing visibility and engaging clients.
Money & Investing books for children
Advisors should consider offering a "bookshelf" on money and investing for children on their website as a unique way of branding their business. Here is a list of recommendations of books for children.
Using a client survey can help advisors retain clients, generate referrals and build their business. Using a client survey such as this one can help advisors learn more about their clients and keep improving their services.
Five Steps Guaranteed To Improve Your Marketing Today
Most financial advisors find it difficult to stay focused on marketing activities and most do not follow through. Learn about the five steps which can help advisors improve their business by increasing referrals, enhancing client communications, deepen relationships, increasing visibility and engaging clients.
Money & Investing books for children
Advisors should consider offering a "bookshelf" on money and investing for children on their website as a unique way of branding their business. Here is a list of recommendations of books for children.
