I know that the cost of your marketing is a considerable investment to make in your business. The advisors I work with understand the value of a professional and consistent marketing strategy to position them as a subject matter expert. But we all love free stuff; it’s part of the human condition.
That’s why I’ve partnered with CPS Advantage to provide my Monthly Marketing Package at no cost to our mutual clients. CPS Advantage is an insurance firm that helps top advisors win their most important insurance cases. Many of my clients already work with CPS Advantage and have found them to be a powerful partner for growing their insurance business.
Their proprietary insurance quote summaries compare insurance premium requirements as offered based on underwriting, insurer financial strength ratings, and contractual guarantees. They help you present your clients with unbiased solutions that are structurally sound and cost effective.
I’m happy to partner with CPS Advantage to offer our mutual clients customized marketing services, depending on production levels. If you have an insurance component to your advisory business, I encourage you to meet the team at CPS Advantage to learn more about how they may be able to help. To learn more, check out their insurance blog and read about how they help advisors here. If you’d like to get started, call Stefan Bruckel today at (562) 735-5143.
12501 Seal Beach Boulevard
Seal Beach, CA 90740
(562) 735-5143 Direct Dial