Experiments in Advisor Marketing cover image

Experiments in Advisor Marketing

The Best Marketing Strategy

Apr 5, 2022
The podcast discusses marketing pain points for financial advisors and provides insights into website conversion, social media content engagement, and email marketing. It highlights the importance of a good sales funnel process and documenting marketing strategies. The strategy of educating perfect clients through established platforms like podcasts is explored, along with the impact of making an extra effort in job searches and being open to new opportunities.
23:20

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Quick takeaways

  • Understanding where a marketing strategy fits in the funnel helps set expectations and evaluate its effectiveness.
  • Educating target audience through established platforms, such as podcasts, blogs, and webinars, is a high impact and low resource requirement strategy that covers both the top and middle of the marketing funnel.

Deep dives

The Importance of Understanding Marketing Funnel

Before pursuing any marketing strategy, it is crucial to determine where it fits in the marketing funnel. The marketing funnel consists of three layers: top, middle, and bottom. Top of funnel activities build awareness, while middle of funnel activities focus on building trust. Bottom of funnel activities aim to convert potential clients into actual clients. Understanding where a strategy fits in the funnel helps set proper expectations and evaluate its effectiveness.

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