Request access
Advisor Insights
The Advisors Guide To Outsourced Marketing
Lisa Graham discusses how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. We also discuss how advisors can make the most of working with an outsourced marketing agency. 
April 17, 2024

What the Halo sits down with Lisa Graham, Co-Founder & CEO of Graham Media Partners. We discuss how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. Other topics discussed include marketing tactics that worked in 2023 and what’s carrying to 2024. We also discuss how advisors can make the most of working with an outsourced marketing agency. 

For more information on Lisa, please check out https://www.grahammediapartners.com/

Please note that 3rd party views, opinions, commentary, and materials presented herein does not reflect those of Halo Securities, LLC, its employees or affiliates.

Institutional yield,  managed risk, & preserved liquidity

Professionally managed income solutions by Piton Investment Management

Access Strategy Fact Sheets

There’s a better hedged equity

Explore the Strategy

Recent Posts

IMPORTANT INFORMATION

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized. The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority

  • A bank or insurance company

  • A pension fund or charity

  • An individual who is "qualified" under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities

  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business

  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.