Known for decades as a leader in the industry, the executive team at Hoopis Financial Group knew they needed to sharpen the marketing saw to remain in the forefront of the industry. They invested in an experienced staff but were looking for fresh ideas that would differentiate the firm in the best markets. Gg provided the answer. Trisha was asked to present the fundamentals of the advanced marketing firm process in a custom-designed presentation, titled, "Making the Long Day's Journey Toward and Advanced Marketing Firm a Critical Success." As a result of the presentation, the firm has committed to a new long-term direction and has been working closely with Trisha to refine and implement their marketing offerings. In addition, three "spotlight" areas have been identified to strategically position the firm in top-tiered markets.

Hoopis Financial Group Pleased with Results

Alan Weintraub, CMO for Hoopis Financial Group is pleased to report that their marketing center hit their 2003 goal of adding 50 financial representatives to their fee-for-service marketing program! Weintraub said that all of the top agents in the firm have enrolled in the program and, as a result of working with Gg, dozens of customized marketing plans have been delivered. Alan notes that "Gg was instrumental in getting this program off of square zero and with each month that passes, we are very pleased with the results."