How Elevate Helps This Firm Gain New Clients From 3000 Miles Away

After 22 years as the head of Demars Financial Group, David Demars has made a number of changes to his business and his marketing strategies. He has acquired six firms in recent years, including one in Alaska that is more than 3,000 miles from his office in Spokane, WA. Between the two locations,…

What Are Case Studies?

This month, our Live Video Broadcast, Digital Marketing Success: 6 Real Advisor Case Studies, was centered around advisors using the FMG Suite platform to their advantage and generating business from their marketing outreaches. Here, we take a detailed look at what case studies are and how they…

Marketing Mistakes - Financial Advisors

How Can Case Studies Help Me Close More Business?

Recently in the marketing world, there's been a lot of chatter surrounding case studies. A case study is a process or record of research that follows the development of a person or situation over a period of time, or an instance of something used to illustrate a principle. In financial services,…