The Efficient Advisor Podcast:
Tactical Business Advice for Financial Advisors
Episode #014: 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 clickfunnels.com 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’
Design Your Perfect Schedule
Tweak, test, reiterate... this is truly a process of trial and error. Let me help you along the journey by giving you a head start. Here's the simple template I use to sketch out my Model Week.
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