

111. Advisor Marketing: Conversions, free wins and your marketing flywheel
Mar 22, 2024
Marketing expert Dave Touhill joins Sten to discuss the importance of targeted marketing for financial advisors. They emphasize building local trust, avoiding generic tactics, and mastering one strategy at a time. Dave criticizes outsourcing without a clear strategy and advises seeking guidance from successful advisors. They stress the value of continuously refining marketing efforts to establish credibility within the community.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Marketing Strategies for Financial Advisors
01:51 • 28min
Insights on Engagement, Conversion, and Delight in Marketing and Sales
30:15 • 6min
Strategies for Overcoming Compliance Barriers in Financial Advisor Marketing
35:46 • 4min
Converting and Delighting Clients for Referrals in Financial Advisory
39:28 • 5min
Embracing Growth and Belief in Marketing Strategies
44:48 • 2min