Suggestions
Philip Meese
I help Financial Advisors take total control of their marketing and create dependable growth in their practice.
Philip Meese is the Founder of Slipstream Advisor Marketing, a company that specializes in providing marketing services for financial advisors, particularly focusing on seminar management and client engagement strategies. With over 20 years of experience in financial engineering on Wall Street, he leverages his extensive background to help advisors enhance their marketing efforts and grow their practices.12
At Slipstream Advisor Marketing, Meese's team offers comprehensive solutions for financial education seminars, including online registration and RSVP services, which have reportedly facilitated significant growth for numerous financial advisors.34 His expertise in financial markets and client communication positions him as a valuable resource in the advisory sector.