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Marketing Funnel Basics: What Every Advisor Needs to Know

Advisor Marketing Made Simple

CHAPTER

Simplifying Marketing Funnels for Success

This chapter emphasizes the importance of a straightforward approach to marketing funnels, arguing that complexity does not guarantee success. It discusses the critical elements of creating an effective marketing plan, underlining the need for clarity, intentional strategies, and authenticity in marketing tactics. The chapter offers a visual analogy of Russian stacking dolls to illustrate how marketing funnels operate within broader strategies, addressing common misconceptions while encouraging a focus on foundational principles.

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