Advisor Marketing Made Simple

Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)

Jul 23, 2025
Ryan Kittredge, a seasoned financial advisor with 18 years at Clearpath Financial Partners, dives into his marketing conundrums. He explores top-of-funnel strategies tailored for attracting pre-retirees. Highlights include the challenges of converting radio appearances and the power of engaging online content. Ryan seeks solutions for nurturing leads through effective email marketing and optimizing his website. This insightful discussion uncovers how to turn marketing efforts into genuine client relationships, crucial for his growth ambitions.
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INSIGHT

Website Must Speak Retirement

  • Your website language must clearly reflect that you specialize in retirement planning.
  • Use consistent keywords like "retirement" to resonate deeply with your ideal clients.
ANECDOTE

Podcast Reach Has Limited Ideal Audience

  • Ryan's local podcast reaches many but has a small percentage of ideal clients.
  • Listener feedback shows some qualified prospects are engaging but results are still limited.
INSIGHT

Middle Funnel Vital for Conversion

  • A top of funnel activity like a local podcast needs a strong middle of funnel nurture to convert leads.
  • Without nurturing, awareness alone won't turn listeners into clients effectively.
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