Advisor Marketing Made Simple

The Fastest Path to Growth: Leverage Other People’s Audiences

Jan 29, 2025
Discover how financial advisors can rapidly grow their practice by leveraging established platforms. Key insights include the three layers of an effective marketing funnel and why guest appearances can lead to significant client acquisition. Learn the five essential requirements for successfully tapping into other people's audiences. Hear a compelling case study highlighting one podcast appearance that resulted in four new clients. Gain practical tips on relationship building and crafting effective calls-to-action to attract your ideal clients.
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ADVICE

Funnel Placement

  • Document where each marketing strategy fits into your marketing funnel.
  • This helps set proper expectations and evaluate effectiveness.
INSIGHT

Top-of-Funnel vs. Bottom-of-Funnel

  • Top-of-funnel activities like paid ads and SEO build awareness, not clients.
  • Frustration arises when confusing top-of-funnel goals with bottom-of-funnel results.
ANECDOTE

Taylor's Funnel Example

  • Taylor Schulte uses SEO (retirement podcast keyword) as a top-of-funnel activity.
  • His podcast serves as the middle, building trust, and a sales page is the bottom.
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