Congratulations to InfluenceAdvisor client New York CFP® Aaron Schindler; cited in the May issue of SmartMoney for his smart marketing. The story discusses the innovative ways that advisors attract and retain new clients. As an advisor in the New York City area, with a client base of professionals who bond over urban cultural interests, Aaron found a way to mix business with pleasure through sponsorship of concerts, lectures, art exhibits. He also takes seriously his Board membership to the W. Eugene Smith Fund for Humanistic Photography.
“Aaron Schindler, a financial planner with the New York–based Wealth Advisory Group… describes his boomer-age clients as curious and urbane, and he wants to forge a bond with them by showing he speaks their language. “In an environment marked by general distrust of the financial industry, these events strike a cultural chord,” he says.” See SmartMoney story.