Joe Schroeder started in financial sales in 2006 and currently heads up the financial marketing team at MLI. Over the past eight years he has helped hundreds of financial professionals grow their client base.
Joe coaches his clients on how to develop effective marketing strategies that produce results in the most cost-effective manner. By taking the time to learn about his clients' objectives, he can develop a customized plan that will best reach their goals.
Joe graduated from Eastern Connecticut State University in 1995 with a Double Major in Business Administration and Communications. Since then he has been working in sales and marketing for close to 20 years. Joe strives to help clients exceed their sales expectations by creating innovative marketing campaigns designed to distinguish their products and services above the competition. He and the MLI marketing team pride themselves on providing exceptional service and dedication in formulating lucrative campaigns for agents looking to grow their practice.
Lorrie brings over 15 years of sales and marketing experience to the MLI team. As a tenured professional in the Graphic Arts industry, Lorrie has an in depth knowledge of each step in the process and takes pride in seeing projects through production intact, on time and in budget. Her enthusiasm and energy is readily apparent and she brings a freshness to marketing that enables her clients to enjoy steady success and growth.
Stacey handles all aspects of marketing services from inception to execution to follow up. Stacey works with our sales force and production departments to ensure the specific objectives of each client are met, including production deadlines, quality control and customer satisfaction. She works directly with our clients to help assist them with all their customer service needs to create continuously successful marketing campaigns.
Stacey currently holds a State of Florida insurance license and has worked in the financial and insurance field since 1999.
Just wanted to say WOW! These invitations look so great! The best we've ever had. Thank you for all of your hard work. We really do appreciate it! Thanks again!
Just to let you know that Joe at MLI has really helped me with this Social Security mailing. It is well priced and I am having better than normal response. You might want to encourage your agents to talk to Joe and Christine. As you know, they are always ready to help!
We are 99% sure that we are going to cancel our May dinner presentation dates. Thankfully, we have had such a huge success so far this year, we need some catch up time!
We had great attendance at two Social Security seminars in York. About 42 signed up for appointments. Thanks!
I can definitely let Ryan know about the fantastic results we’ve had using MLI. We already bug him on a daily basis with every new client we obtain through the seminars, so he knows how successful we’ve been :) Thank you again for your tremendous help this week!