Statistics. Solutions. Support.
OUR SERVICES
Our offerings, flagship service and market insights help breathe life into underperforming marketing campaigns and inform advisors’ key decisions.
Red Flag Reviews Lead to Red-Letter Results
At Coach.Market.Consult., we help advisors with every aspect of their marketing campaigns, from implementing more efficient strategies and uncovering key metrics to improving seminar results, conducting on-site evaluations and designing custom invitations.
One of the primary ways we accomplish these objectives is through our flagship Red Flag Review process. Founder Patrick Schartz created this premier program in 2016 to provide clear, quantifiable results and inform campaign adjustments.
The Red Flag Review will highlight deficiencies in your seminar marketing and offer solutions based on data gathered from successful campaigns throughout the country. The Review examines every aspect of your invitations to help you:
Instant Market Insights Will
Guide Your Decisions
Our Instant Insight Report provides a quick and easy-to-digest snapshot of market demographics and infrastructure to help financial professionals determine whether a specific location is conducive for seminars or the opening of a new office location.
Considered a must-see, 30,000-foot overview of market viability,
this report shows advisors...
The report also can reveal ideal office space locations, help advisors build out year-long seminar strategies and offer a clearer picture of zip codes that are being targeted.
Get Your C.M.C.
Game Plan
Using our multi-step “C.M.C. Game Plan” process, we provide you with all of the data, solutions and support you need to improve your campaigns and see better results.
KICKOFF
(First Appointment)
We gather information about your underperforming campaigns, review your invitations (print and digital) and examine other content and issues as necessary.
IN-GAME ADJUSTMENTS
(Second Appointment)
This is where we present your Red Flag Review, walking you through new tactical ideas and giving you a newly designed invite featuring our recommended revisions, elements and layouts.
FINISHING STRONG
(Third Appointment)
We’re available to serve as your advocate, working with your team and vendors to establish clear expectations and answer any and all questions.
* Additional appointments as needed.
Ready To
Reach out to Patrick today to schedule your first meeting or learn more.