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Marketing Funnel Basics: What Every Advisor Needs to Know
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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
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