On this episode of Chuck Trautman Interviews the Experts, Chuck interviews the husband and wife team of Joe and Janette Gleason have built a thriving fianancial services with expert data base nuturing techniques. 2012 was their best year ever and 2013 is on pace to be even bettetr. Youll learn the strategies that Joe and Janette used to increase their commissions while reducing their marketing and advertising expenses. Their mantra for financial planners is to nurture the database, convert the database to higher value clients, and retain them by continuing to nurture them with mulitple "touches". The Gleasons will describe how they centralized and systematized to monetize their database.
financial planners![]()
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| Infusionsoft![]()
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| Janette Gleason![]()
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| financial services marketing![]()
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| database marketing![]()
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financial planners
| Infusionsoft | Janette Gleason | financial services marketing | database marketing