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Advisor Marketing Made Simple
Advice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck)
Nov 27, 2024
Joe Eck, a Dayton-based financial planner, is on a mission to build a digital marketing funnel for his virtual practice. He dives into strategies for attracting pre-retirees, exploring the importance of SEO and social media. The conversation highlights the need for tailored messaging and quality content to engage clients. Joe learns effective email marketing techniques and how to enhance his website copy to improve user navigation. Tune in for valuable insights on creating a focused digital presence to grow a financial advisory practice.
42:35
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Quick takeaways
- Joe Eck needs to refine his marketing strategy by identifying specific pain points of pre-retirees to create targeted content.
- Improving the client onboarding process and simplifying the call booking can enhance Joe's conversion rates and client acquisition efforts.
Deep dives
Building a Virtual Marketing Funnel
Joe Eck, a financial planner, is transitioning from traditional in-person client acquisition strategies to an entirely virtual marketing approach. His previous methods revolved around in-person dinner seminars that helped him connect with clients directly, but with the shift to a virtual model, he's struggling to create an effective online marketing funnel. He aims to attract local pre-retirees over the age of 50 with significant income or assets, yet feels his outreach is currently too broad and not well-defined. This lack of clarity hinders his ability to generate targeted content and connect with his intended audience effectively.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode