Advisor Marketing Made Simple Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)
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May 21, 2025 Mark Rosinski, the founder of Dunes Financial, shares his insights on developing a sustainable marketing funnel just weeks after launching his firm. He discusses the balance between being a generalist and niching down to specific corporate clients, like BP, to attract targeted prospects. The conversation delves into enhancing online lead experiences, optimizing marketing strategies, and leveraging social media for client acquisition. Mark's journey illustrates the importance of strategic marketing decisions in turning random leads into dependable clients.
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Mark's Retiree Focus Story
- Mark chose to focus on retirees because he enjoys their technical and behavioral financial planning needs.
- He leverages his CPA background to provide tax-efficient investment management for retirees.
Balance Lead Flow and Experience
- Having leads come in unpredictably makes focusing only on client experience risky without steady lead flow.
- Prioritize marketing activities that build a consistent and predictable lead pipeline before perfecting client experience.
Choose Between Local or Broad Focus
- Decide whether to go hyper-local with specific companies or broader national marketing to avoid spreading efforts too thin.
- Focus on one company niche at a time to create sustainable, predictable marketing funnels.