Fred Defilippo, Mba Email & Phone Number

With 20+ years' experience helping advisors build and grow their businesses, my work focuses on identifying the specific challenges—and opportunities—faced by insurance and financial and advisors in growing and maintaining a dynamic client base. Built on my leadership of marketing teams at multiple Fortune 100 companies, my approach focuses on actionable steps for marketing practice management, with an eye for tailoring recommendations based on each client's level of experience, target audience and overall business goals.If you find yourself running into the same roadblocks repeatedly or questioning the value of your marketing strategy, you're not alone. My services draw from two decades of connections in the industry—with the anecdotes to match. And while individual coaching is ideal, working in a small team or study group is also a valuable opportunity to benefit from the experiences, work ethic and investment with your peers. With effective understanding, application, accountability and old fashioned hard work, you too can build and grow a sustainable advisory practice for years to come.

Listed skills include Life Insurance, Fixed Annuities, Financial Services, Retirement, and 20 others.