61 min listen
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
24 minutes
Released:
Feb 8, 2022
Format:
Podcast episode
Description
Today 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 strategyMy 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 tweakingTips on how to figure out what is the best way to use your ‘marketing firepower’Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Feb 8, 2022
Format:
Podcast episode
Titles in the series (100)
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) by The Efficient Advisor: Tactical Business Advice for Financial Planners