John Refford presented the 9 Principles of Advisor Engagement for MFEA members in March, 2018. Download the presentation on this page.

This eBook was published by Revenue Architects with a focus on B2B. It describes the 9 Principles of Effective Buyer Engagement that serve as a practitioner’s guide to increase leads, conversions, pipeline velocity and revenue impact.

This presentation and discussion took place at the MFEA conference in March of 2016. The focus of the discussion was on the use of data in advisor engagement programs and how to integrate a closed-loop marketing architecture.