Recorded by: Jack Martin | InsurMark
Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients.
They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!
Learn how to do just that with Jack Martin and guest Stephanie Bogan, a high-performance business coach to advisors, leaders, and founders. They share a marketing model that is highly relevant in the modern era of digital marketing and AI. Their insights are especially helpful to advisors who are struggling to meet their organic growth targets.
Stephanie discusses:
- A powerful mindset shift that helps advisors unlock high-growth potential
- Why the real challenge is not fee compression, but rather ‘service inflation’
- The rising need for highly personalized messaging and services
- The influence of aggregators on the financial advisory landscape
- Marketing based on a “lather, rinse, repeat” approach
- And more!
Related: The Network Effect: Discovering Your Perfect Financial Match