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Leveraging Data and Technology To Maximize Event Based Marketing!
About This Webinar
Join NFI Solutions for this exciting webinar, where we will have Daniel and Jeff explain how YOU can utilize tools to do something different this year and gain more clients! By offering our industry with something no one else can, this software will change the way you market yourself to clients in your area and allows you to skyrocket your business more than ever thought possible!
Agenda
- An overview of our proprietary data platform
- A Complete overview of all the resources and features
- How advisors can tap into turn-key marketing solutions
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Co-Owner & President of Sales at White Glove
For more than 20 years, Jeff has been responsible for generating strategic partnerships, joint ventures, and host beneficiary relationships inside fast-moving organizations and established organizations. Jeff has been with White Glove since its inception in 2015. In his role, he creates strategic partnerships and has developed numerous successful relationships with IMOs, FMOs, and financial associations across the United States and Canada.
Director of Business Development at LeadJig/Acquire
Daniel is the co-founder of LeadJig and Acquire Direct Marketing. He currently serves as the Director of Business Development, responsible for large partner relationships and the company’s industry outreach. Daniel has been immersed the financial and technology industries for the majority of his career. Prior to co-founding LeadJig, Daniel worked for one of Tampa’s largest IT firms and also worked within the internal and external distribution channel for Franklin Square (now FS Investments) in the alternative investment space. His greatest inspiration comes from feedback from the company’s 2,000+ advisor client-base. Daniel has a BSBA in Finance from The University of Central Florida.
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