The #1 Mistake Advisors Make in their Sales/Marketing Funnel

In this episode I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!

Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners. 

According to an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design. 

Did you hear that?! 100x more effective. I do no know an advisor out there who doesn’t want to have a marketing strategy that is 100x more effective. 

In today’s episode I share:

  • The #1 mistake that advisor make in their marketing strategy
  • My simple system to problem-solve it and fix it!
  • Specific examples of how to follow your marketing and sales through the funnel to identify areas that need a good tweaking
  • Tips on how to figure out what is the best way to use your ‘marketing firepower’

Related: How This Advisor Generated 50 New Clients from LinkedIn in Just 12 Months