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Senior Advisors Wealth Management’s Joshua Mellberg on Predictive Modeling
February 2007 From Tipline
The best way for Joshua Mellberg, president and founder of Tucson, Ariz.-based financial planning firm Senior Advisors Wealth Management, to sell his company’s investment services is to meet with prospects face-to-face. And over the past few years, he has found direct mail is the key to getting his foot in that door. “We do lead-generation seminars that allow prospects to see what we are about, what services we offer,” Mellberg explains. “For me to get in front of people, the most cost-effective way is mailers. … We’ve done telemarketing and it’s getting harder with the do-not-call lists, hiring the staff, constantly tweaking the [script]. We’ve
February 2007 From Tipline
The best way for Joshua Mellberg, president and founder of Tucson, Ariz.-based financial planning firm Senior Advisors Wealth Management, to sell his company’s investment services is to meet with prospects face-to-face. And over the past few years, he has found direct mail is the key to getting his foot in that door. “We do lead-generation seminars that allow prospects to see what we are about, what services we offer,” Mellberg explains. “For me to get in front of people, the most cost-effective way is mailers. … We’ve done telemarketing and it’s getting harder with the do-not-call lists, hiring the staff, constantly tweaking the [script]. We’ve
February 2007 From Target Marketing
The best way for Joshua Mellberg, president and founder of Tucson, Ariz.-based financial planning firm Senior Advisors Wealth Management, to sell his company’s investment services is to meet with prospects face-to-face. And over the past few years, he has found direct mail is the key to getting his foot in that door. “We do lead-generation seminars that allow prospects to see what we are about, what services we offer,” Mellberg explains. “For me to get in front of people, the most cost-effective way is mailers. … We’ve done telemarketing and it’s getting harder with the do-not-call lists, hiring the staff, constantly tweaking the [script]. We’ve
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