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Marketing Funnel Basics: What Every Advisor Needs to Know
Manage episode 446476562 series 3594522
Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Are your marketing funnels failing to turn leads into clients?
In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm.
From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel.
We cover:
► The key differences between a marketing funnel and a full marketing plan
► How to design a streamlined funnel that moves leads smoothly through each stage
► Common mistakes advisors make with their funnels and how to avoid them
► Actionable tips to set realistic goals, measure success, and start converting more clients
Tune in to learn how to transform your funnel from frustrating to client-generating with straightforward, effective steps tailored to advisors.
Whether you’re new to funnels or ready to make yours work even better, this episode will help you gain clarity and take action.
Resources:
- FREE Marketing Funnel Template (+Walkthrough Video)
- Learn How to Join Us on a Future ‘Advice Line’ Episode
14 에피소드
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