

Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)
12 snips Oct 30, 2024
Joe Marshall, a financial advisor at Coastal Capital Advisors, specializes in helping tech professionals manage equity compensation. He discusses how to diversify marketing strategies beyond LinkedIn, emphasizing the importance of creating compelling content and refining engagement tactics. Joe shares tips on converting followers into leads, integrating email marketing, and building a robust marketing funnel. He also highlights the psychological barriers faced by millennials in wealth management and the need for strategic growth in client relationships.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Leveraging LinkedIn for Client Engagement
02:00 • 7min
Navigating Wealth Management: Challenges and Strategies
08:50 • 2min
Maximizing LinkedIn for Client Growth
10:24 • 19min
Maximizing LinkedIn for Effective Marketing Strategies
29:15 • 5min
From Followers to Fans: Strategic Audience Transitioning
33:52 • 8min