With 34 years of experience and over $100 million in AUM, Atlanta-based advisor Ray Dunlap is, quite simply, one of the best in the industry at client marketing.
Like many advisors, Ray once thought he had all of his clients’ assets. Then, he revamped his business model to center around building a client community. Since then, he’s generated dozens of new referrals and raised millions in new AUM every year – all from clients alone! His secret is using client data, events, and social media to deepen client relationships and get introductions to clients’ friends and family.
At AdvisorCon, Ray will show you:
• How Ray uses client data to get introductions to clients’ friends and family.
• One neat trick Ray uses on client reviews to bring in millions in new assets every year.
• How changes Ray made to his client marketing have yielded over 40 new referrals.
• How Ray always gets his clients to bring guests to events, and how to turn those guests into clients.
Note from Ray: “I attend AdvisorCon almost every year, because I always get a whole notebook’s worth of ideas I can use to improve my practice, and enhance the way we engage and interact with clients. I’m thrilled to share my own ideas at this great event.”