Financial Advisor Marketing Podcast cover image

Financial Advisor Shares Which Marketing Strategies Are Working For Him (With Steve MacLellan)

Financial Advisor Marketing Podcast

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What Happens After People Book a Call?

After they book a call, we'll have a 15 minute conversation. And that's where we get crystal clear on what they actually want. This comes back to the listening and empathy. A lot of financial advisors talk about goals, but they gloss over them or don't really even get that deep into what people's goals are. We can directly on the strike from Bill Baccarack's value-based financial planning. Just modify it a little bit.

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