This two hour, web-based training course unpacks what it means to deploy a marketing strategy that centers on devoting God's resources back to Him. In addition, Wise teaches on understanding, acquiring, and serving your ideal client, and he shares eight steps in customizing your marketing plan. Part One includes: Discover how to embrace “marketing as a mission” by appropriating the concept of taking the land, found in Exodus 23. This concept includes four principles: gradual expansion, within borders, with dependent responsibility and without compromise. Additionally, learn how to define your ideal client. Part Two includes: Learn how Christian financial advisors are different in their marketing strategies in four ways. Also, understand key marketing principles that apply in light of a “serving versus selling” marketing model. Finally, acquire a step-by-step process to customize your marketing plan.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.
# | Session | Score | |
---|---|---|---|
1 | Missional Marketing Session One: Foundation and Identification | ||
2 | Missional Marketing Session Two: Customization and Implementation |
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