Jim Marshall with Spectrum Investment Advisors has a few unique ideas.
In this short interview conducted at the 2018 GRP Advisor Alliance Conference in San Diego, 401k Specialist interviews Jim Marshall from Spectrum Investment Advisors. Jim discusses two unique marketing strategies his firm uses:
- Seminars with High-Profile Speakers: Jim mentions that his firm has been collaborating with the Wisconsin Institute of CPAs for 13 years to host seminars. This year, they expanded the seminar to Green Bay, featuring notable speakers like Bradford Campbell and Leroy Butler, a former Green Bay Packers player.
- Coffee House Events: Jim talks about a unique idea they implemented—adding a coffee house to their office building. Over the past six years, they’ve hosted 17 events with an average of 80 attendees each. Due to high demand, they are expanding the building to add a second café to accommodate more people.
The video highlights creative strategies used by Spectrum Investment Advisors to engage clients and gain attention in the financial advising space.
