Peter Montoya's
News & Knowledge

KNOWLEDGE: JULY 17, 2017

Education as a Marketing Tool

The outreach that you provide to your clients and prospects has two roles. It should educate them, as well as provide value – meaning that your efforts do something to enhance their lives. For this reason, any sort of educational outreach is a marketing tool. These outreaches should be carefully considered, so that they are both of value to potential clientele, as well as economical for you.

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KNOWLEDGE: JUNE 16, 2017

Value for Value – Generating Leads in the Age of Reluctance

When seeking to expand your business, the name of the game is LEAD GENERATION. But these days prospects are becoming increasingly disinclined to share their information – and with good reason. From SPAM to 'phishing' schemes, inboxes are constantly bombarded with unwanted content and clutter.

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KNOWLEDGE: MAY 16, 2017

Peter Montoya discusses three core practices for Relationship Marketing in his latest blog.

Brand, Connect, Nurture.
Establishing and cultivating successful relationships is key to making your time absolutely productive and creating a network of valuable, long-lasting clients. These three, simple steps will help you along the way...

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KNOWLEDGE: APRIL 20, 2017

Using a Blog to Generate New Leads

Blogging remains a fast and vital way to connect with your community. That means both your geographic community, (your city or area in which you operate and do business), and your professional community - the people with which you maintain business connections and relationships with.

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KNOWLEDGE: FEBRUARY 17, 2017

Turning a Conversation into a Conversion

Can a simple conversation turn a prospect into a client? And what's the best way to inspire a meaningful conversation? Check out Peter Montoya's latest Blog Post for the answers...

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KNOWLEDGE: JANUARY 27, 2017

Competing with "Robo-Advisors" Means Investing in Technology

Those in the Financial Industry are no doubt aware of the so-called "robo-advisor," algorithm-based portfolio management that removes much of the human interaction from the process.

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NEWS: JANUARY 16, 2017

MarketingPro to Offer Unparalleled Performance Guarantee

The Financial Industry's leading provider of content marketing automation guarantees 20% growth with their system – or your money back.

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KNOWLEDGE: DECEMBER 9, 2016

Preparing Your Practice for 2017

It's that time again. Getting ready for the New Year means creating a to-do list of what's vital, considering new options, and reevaluating things that might not have worked so well in the previous year.

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NEWS: NOVEMBER 18, 2016

MarketingPro Announces Game-Changing Integration with RedTail CRM

Two of the Financial Industry's most sought-after and cost-effective technology solutions now work hand-in-hand like never before.

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