Advisor Talk with Frank LaRosa

Building Trust That Books Meetings


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Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to avoid over-messaging.

Creating behavioral triggers that pause or adjust email sequences based on client actions.

Personalization tips, like phonetic name spelling, that boost client trust and connection.

Why great marketing is ultimately just great business.

Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.

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Advisor Talk with Frank LaRosaBy Elite Consulting Partners

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