Marketing Series #5 - Daniel Brown
Play • 35 min

Daniel Brown is the CEO of Newcastle Financial Planning Group who has increased his inbound requests for new client meetings by 400% in the last 12 months alone. How did he do it?

Listen on as Daniel explains the importance of marketing and its positive impact on your business if done right, his five-step meeting process and how he is helping his team members find their niche to help the business.

 

Episode resources: Daniel Brown LinkedIn - https://www.linkedin.com/in/daniel-brown-fe/

Newcastle Financial Planning Group website: https://www.newcastlefinancialgroup.com.au/

 

General Disclaimer – https://www.xyadviser.com/disclaimer/

 

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We’re proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

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