ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Advisor Referrals Stay Undefeated"
Episode Synopsis
How do you measure success? Darcy O’Brien, CMO at Simon Quick Advisors, and Jim Mocci, CMO at EP Wealth Advisors, go off-script with Gregory FCA about the way branding and data can make or break a marketing strategy for financial advisors. Why are referrals still the best way for advisors to grow? How do sales and marketing tag-team to make leads into clients?
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