Revenue Architects - Consulting Agency

Speaking with NAPFA at the Bentley University Campus

John Stone and Kristen Luke (via Skype from San Diego!) spent the morning with a group of financial advisors as part of their monthly program.

We discussed the landscape of new marketing including the key elements and concepts that drive the adoption on digital marketing strategies. We also took a tour of the "tools of the trade" and discussed ways that advisors are using social media today. Finally we discussed the call to action - how to get started with social media and new marketing.  Our new program: Digital Marketing for Financial Advisors is launching this Spring and offers advisors an opportunity for hands on workshops to build their web presence - social media, content development and website strategy.

"John gave an excellent presentation on marketing using new media for financial advisors. A very creative element of the presentation was having his colleague, Kristen Luke, join the meeting via Skype from California - illustrating some of the potential of new media. John was very effective in this interactive setting - presenting an overview with solid structure, responding to our questions, and bringing Kristen in to the conversation at appropriate times. A very effective meeting for our group!"

- Rick Miller