Summary: Many financial professionals want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI131.pdf Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds
