Marketing

read
Marketing

Think and Act Like a Marketer

By: Mark Powers and Shawn McNalis, Atticus, Inc.

Years ago, while having lunch with a friend, I spotted a potential referral source I wanted to meet, dining at another table. He’d been profiled in a local magazine recently and I had long wanted to make his acquaintance. I gestured for the waitress and said, “Can you find out what he’s drinking?” indicating that I wanted to send over a drink. Upon receiving the drink he politely nodded his thanks to me, no doubt puzzled about who I was. I went over to his table, stuck out my hand and said, “I just read an article about you and I’d like to introduce myself.” We started talking and in the brief conversation that ensued, he invited me to a fundraiser he was hosting. I accepted his invitation and we’ve been friends ever since.

That’s how you think and act like a marketer. When serendipity presents you with an opportunity you capitalize on it. And when serendipity doesn’t present you with an opportunity, you create it.

To read more about thinking and acting like a marketer, please complete the form below.


Complete the form to get your free guide

Related Resources

EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
Quarterly24 V18 3 teaser Issue3 1000x395
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations

This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.

Learn More
Quarterly24 V18 2
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning

This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.

Learn More

Get the Premier Magazine for Industry Thought Leaders