John Gigliello, a seasoned financial advisor from Albany Financial Group, shares his journey as he nears retirement. Despite his substantial marketing efforts, he struggles to connect with pre-retirees. The discussion reveals key insights on shifting from a generic to a targeted marketing strategy. They dive into optimizing his website, leveraging personal branding, and the importance of a cohesive marketing funnel. Listeners gain valuable tips on engaging their audience effectively, perfect for those navigating retirement planning.
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volunteer_activism ADVICE
Focus Marketing on Ideal Client
Avoid a shotgun marketing approach and get hyper-focused on your ideal client demographic.
Tailor content and channels to clearly address the specific pain points of your target audience.
volunteer_activism ADVICE
Make Website Personal and Clear
Use your personal website to create a clear, personal brand front and center.
Make sure your website provides a clear journey towards booking a call, not just general contact forms.
insights INSIGHT
Clarify Niche in Content
Podcast and website content needs to clearly communicate your niche.
Without stating 'retirement planning' explicitly, prospects won't recognize your specialization.
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This book, updated for a new era, provides a simple and powerful 6-week program to manage finances. Ramit Sethi focuses on behavioral psychology to help readers save more, earn more, and automate their finances. Key lessons include focusing on big wins rather than small savings, automating financial tasks, and spending guilt-free on things you love while cutting back on unnecessary expenses. The book also covers topics like crushing debt, setting up high-interest bank accounts, and long-term investing in index funds.
Are you struggling to attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element?
In this LIVE "Advice Line" episode, financial advisor John Gigliello joins us to troubleshoot his marketing strategy as he approaches retirement in 2-3 years. Despite having a podcast, website, and social media presence, John isn't seeing the growth he desires. We help him identify why his marketing isn't connecting with pre-retirees and provide a clear path forward.
Key questions we answer include:
► How can I transform my "shotgun approach" into a focused marketing strategy?
► Should I continue podcasting or pivot to a different marketing channel?
► What simple website changes will help convert more visitors to prospects?
Even if you're not approaching retirement like John, this episode reveals how clarifying your niche, creating a cohesive marketing funnel, and making your personal brand truly personal can transform your marketing effectiveness.
Listen in as we help John build a marketing strategy that will serve him now and potentially create value even after he sells his practice.
Advisor Marketing Made Simple 