System Execution Podcast

Elise Torske is the Marketing Manager and Strategic Partnership Director for Centennial Wealth Management, a private wealth advisory team at Ameriprise Financial Services. She started off as an Administrative Assistant at her firm 8.5 years ago and over the years created a position for a marketing role. Currently, she’s in the midst of a major shift in processes of client acquisition and retention, moving from the outdated “dinner seminar” era that worked for advisors 10-20 years ago to creating a digital footprint and segmenting their book of business to replicate their ideal clients. What you’ll learn about in this episode: How Elise created a position for herself within her company when she saw a need What to do when you realize what your strengths are Why dinner seminars aren’t practical anymore and what has replaced them that is more successful An example of how to use relationship building to communicate with and draw in clients Elise’s process of “dating” her clients What center of influence is (COI)