B.B. Graham & Co. provides access to many marketing resources and tools that can help you build your business the way you want it to grow. Using the tools and programs we make available could help you increase sales to existing clients and find additional clients. Our available resources include:
Complimentary access to Forefield Advisor – a sales, marketing, and client communication tool
Marketing letters
Marketing campaigns
Custom marketing material guidance
Personalized Financial Advisor resume – a professional marketing document to present your value statement and relevant information
