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Smart Marketing: How to Get More Clients Like Your Best Clients, MFS, David Grundfast

Event Description

Smart Marketing: How to Get More Clients Like Your Best Clients

How to get more clients like your best clients. Growing your business is paramount to long-term success, and the art of the referral is more important than ever. These simple yet effective strategies will help you leverage your best relationships to expand your business with likeminded clients.

Luncheon Sponsored by MFS

David Grundfast

Global Distribution Learning Manager

David Grundfast is an assistant vice president and global distribution learning manager at MFS Investment Management® (MFS®). In this role, he is responsible both for working with the firm's distribution leadership team to set the overall learning strategy that supports of our business objectives — and for leading the team that executes that strategy.

Dave joined MFS in 2016 as a senior global distribution training consultant before assuming his current role in 2018. He previously worked at Putnam Investments as a regional marketing director and external wholesaler for five years and as a hybrid wholesaler for two years. While at Putnam, he served on the social media and technology committees and as a national speaker for the company, presenting on the utilization of technology and social media to grow businesses.

Dave earned a Bachelor of Arts degree in media communications from Mount Ida College.


A Message from CFA Society Cleveland:

Please use the link below to watch the recording of the event and the link to more information from MFS.  Please contact Kurt or Don with questions.


MFS Advisor Edge Offering - Flyer
Create your Ideal Practice -- Grow your Business -- Serve your Clients

MFS SMART Referral & LinkedIn Process
Savvy advisors are increasingly using social media to drive revenue. MFS' LinkedIn training provides the tools and knowledge to help advisors uncover the power of LinkedIn to build their business. Advisors will learn a three step process to efficiently uncover prospects and obtain referrals.

MFS Smart Referral Process
Leveraging the Power of LinkedIn To Build Your Business

Kurt Beal – External Wholesaler, RIA
MFS Investment Management
(440)864-8337
Kbeal@mfs.com

Don Hill – External Wholesaler – Broker Dealer
MFS Investment Management
(216)577-2417
dhill@mfs.com


Topic: Smart Marketing: How to Get More Clients Like Your Best Clients
Start Time : Dec 2, 2020 11:44 AM

Meeting Recording:
https://us02web.zoom.us/rec/share/MUa-Ew3UShjiKGcDv3XAYG5Y7GXpD0MNCDR1Uf3TmTl4br91yyHH51I39g4s-C_Z.uyHm3EtAidCwJQrT


 


Event Type

Career; Featured

Education Topic

 

Start Time

12/2/2020 12:00 PM

End Time

12/2/2020 1:00 PM

City

Webinar

State/Province

 

Event Country

 

Event Region

Americas

Location Info

​Webinar

Speaker

 

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$0

Candidate Price

$0

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

Recording of Smart Marketing: How to Get More Clients Like Your Best Clients

End

12/2/2020 1:00 PM

Event Link

Smart Marketing: How to Get More Clients Like Your Best Clients

Event Link Leads To New Tab

Yes

Event Short Info

Smart Marketing: How to Get More Clients Like Your Best Clients, MFS, David Grundfast

Attachments

Content Type: MyCFA Calendar
Created at 10/29/2020 6:50 AM by cfa@cleveland.cfasociety.org
Last modified at 12/4/2020 10:09 AM by cfa@cleveland.cfasociety.org