Converting and Delighting Clients for Referrals in Financial Advisory

Sten and marketing expert Dave Touhill dive into the intricacies of marketing for financial advisors. 

They discuss the importance of understanding your audience and avoiding generic marketing tactics. They discuss the value of building local trust by engaging with influential community members and providing free advice. 

Dave criticizes the reliance on outsourcing marketing without a clear strategy and advises focusing on proven methods and seeking guidance from other successful advisors. 

They also share the "marketing flywheel" concept and urge advisors to master one strategy at a time, build relationships, and continuously refine their marketing efforts to establish credibility within their community.

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