PODCAST: Submit a Financial Advisor Prospecting Video to Us [Experts Invited]

Welcome Financial Advisors

An Invitation to Prospect & Promote Your Self

Healthcare Prospecting with FAs in Mind

  • Would you like to present your self or firm, your strategic competitive advantage, and your value proposition to the medical community?
  • Would you like to share some unique financial planning, financial advisory or health economics pearls with your colleagues?
  • Would you like to see a new financial product or service in action before you start using it in your practice, or recommending it to physician clients?
  • Would you like to introduce yourself and prospect to the HNW medical community, for free?

If so …

Join your ME-P peers and colleagues. Get free access to on-demand videos and other presentations from leading financial advisors [FAs] and brought to you by www.MedicalExecutivePost.com.

The ME-P is your source for the best online-exclusive content in the financial advisory marketing, and financial planning e-prospecting space, for all healthcare professionals [physicians, podiatrists, osteopaths, dentists, chiropractors, nurses, medical CXOs, etc].

How to Submit a Video

To submit a personal or product presentation video [pod-cast], sponsor a video [pod-cast], or inquire about specific advertising on the ME-P, please contact Ann Miller RN MHA at: 770.448.0769 or MarcinkoAdvisors@msn.com

Video Formats

Acceptable 5-12 minute video formats include: Flash (in either SWF or FLA), MPEG, MP4, QuickTime or AVI. Submission of a podcast/video does not guarantee publishing on the ME-P website. FA submitted videos are subject to review by the Executive Editor. Company submitted videos are subject to review by the Publisher and Executive Editor.


In this encore podcast, Somnath Basu PhD MBA examines how the recent economic turmoil has changed financial planning clients’ attitudes and expectations.

White Paper: AgeBander

Dr. Basu is a popular ME-P contributor, commentator and “thought-leader”.

Basu Video Link: http://www.youtube.com/watch?v=jzAkB8h5v3Q


Copyright © 2011 by the Institute of Medical Business Advisors, Inc www.MedicalBusinessAdvisors.com All rights reserved, USA. Opinions expressed by authors are their own and not necessarily those of iMBA Inc, the editorial staff, or any member of the editorial advisory board.


ME-P and iMBA Inc pledges always to respect the privacy and anonymity of its users and participants. The information (the names, email addresses or any other contact information, personal or financial data) provided to us by our visitors in their registrations and communications with us is securely stored and not shared with any third party. We are committed to working with the Internet community in cultivating and maintaining trust between all its members.


PHYSICIANS: www.MedicalBusinessAdvisors.com
ADVISORS: http://www.CertifiedMedicalPlanner.org


Thank You


2 Responses

  1. A Nice Feature ME-P

    Your vision for the financial advisors prospecting video channel is a very far-reaching one.

    But, I am confident you are creating something truly useful to medical professionals and FAs — useful to those who need guidance and have difficulty finding it, and useful to the FAs who have specific guidance to give but struggle because doctors continue to think they know it all.

    Best Wishes.



  2. I recently received this in my e-mail box from one DEAN SCOTT

    Q: How many new clients can you put on the books in 30 days?

    We current work in conjunction with vi, mc and capital one. We produce high quality (warm leads) responders from surveys inserted into their credit card statements.

    Since the consumer is already familiar with company delivering the mail piece, they are more likely to read and give credibility to our solicitation.
    Unhappy investors took the time to fill out our mailer, put a stamp on it, and put it in the mailbox. They all indicated they were unhappy with their current firm/advisor and would like a portfolio review from a local advisor!

    These individuals trust the companies they work with and are more inclined to fill them out and send them in requesting information.

    We will provide a copy of the mailer upon request.

    These individuals were asked:

    Are you satisfied with your current investment strategies? They answered: No

    Would you like to be contacted by a local financial advisor for a financial analysis of your current investment portfolio? They answered: Yes

    These individuals all have an income of at least $125k, a net worth of at least $1Million+, and current investment portfolio of at least $500k+

    Our Promises:
    Our Guarantees to you:

    1) Our 10% sit down rate

    We back all of our files up with a Minimum sit down rate. For every 100 prospects you contact, we insure you will set a minimum of 10 qualified appointments! If you do not set at least 10 appointments per 100 prospects we will replace your file free of charge!

    2) Exclusive

    You are provided with an exclusive on all information provided. These responders will never be re-sold to another client!

    3)100% Connect Rate Guarantee

    For any reason you get a bad phone number or address, we will replace that lead for you free of charge

    4) National DNC Scrubbed

    All of our responder files are scrubbed against the National Do Not Call List before they are sent to you!



    Normal pricing for our product is $10.00 for prospect.



    No leads are older than 14 days from the time we receive the response. They are fresh!

    To see what we have in your area and have me explain everything to you in further detail:

    Dean Scott

    So very professional – a lead generator service – UGH!
    Any thoughts?

    via Dr. David Edward Marcinko MBA


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