For my full bio, please click on http://www.myretirementsuccess.com/…etbill.asp.
I’m Bill Losey. The past year was my best ever. I didn’t lose any clients and I secured at least one new ideal client per month by leveraging my time using the internet and social media. My newsletter subscriber base grew by over 125+ new readers per month; I was approached by a major NYC book publisher; major networks like CNBC and FOX invited me on regularly; and I was interviewed by other major media outlets including Oprah & Friends, Martha Stewart Living Radio, CBS Evening News, U.S. News & World Report, AARP and Bloomberg to name a few.
SavvyAdvisorMarketing.com is a new training compnay I started to coach financial advisors and planners how to differentiate and diversify their marketing (so they can dominate their competition). Check out landing page here:
Culture: I am a small, successful, home-based busines owner (registered investment advisory firm) with the freedom to do what I want when I want. Through savvy marketing I have gone from unknown to the national spotlight in less than 3 years (and within my industry).
Financial advisors, financial planers, insurance agents, financial service firms (banks, brokerages, insurance, accountants). They are people who are struggling to attract new ideal clients; want to gather at least $5 million + in new investment assets each year; they are people who wish to leverage the net and social media to get national media attention; they are people who want to secure and keep new clients forever (build relationships, not transactional biz); advisors who wants to work fewer hours and make more money. My industry is predominantly male 75%, with 25% female. They may eiterh be people who are struggling or advisors who want to take their marketing success to the next level.
I am a visual person but am not an artist or creative with designs. You are FREE to be as creative as you wish. Looking for a sharp crisp logo that projects being savvy OR something completely off-the-wall creative (outside the box) since goal is to stand out, differentiate and diversify marketing.