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 18 years of sales and marketing experience to the MLI team. As a tenured professional in the Graphic Arts industry, she has in-depth knowledge of financial marketing and leaves no detail unattended. Lorrie listens attentively and after completing her initial research, provides a variety of options that enables the advisor to create a seminar calendar and marketing budget.
Lorrie's methodology for finding the advisor's "perfect prospect" is solid and whether direct mail or multi-channel marketing (direct mail, email and Facebook) she takes pride in producing measurable results for the advisors she works with. Her enthusiasm and passion for her work are very apparent as she brings a freshness to marketing that enables her clients to enjoy steady success and growth.
We have been very pleased with the caliper of the prospects and solid appointment ratio that Lorrie has culled for us. Her attention to detail and passion for providing unique designs with relevant topics keeps our marketing fresh.
Lorrie is first class and really does a super job on the seminars she has helped us with. She is diligent in her approach to seminar marketing and MLI's prices are quite reasonable and their work is very high quality.
Lorrie and MLI Marketing Solutions are outstanding! We've had the pleasure of working with them over the last 3 years with several of our Ambassadors. We found their innovative strategic planning and marketing strategies outstanding, and their printing and production always timely and of the highest quality.
Lorrie and I have worked together for a few years now and she has consistently provided a valuable service to our firm. From the start of the season through the end, Lorrie works closely with our marketing director to ensure the best possible results. Suggesting a pivot when needed, Lorrie is always looking out for our best interest.
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!