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.

43:42

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Episode guests

Joe Eck

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Episode notes

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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.

Intro

3min

Navigating Virtual Client Engagement

13min

Enhancing Website Copy and Client Onboarding Clarity

3min

Strategies for Building a Digital Marketing Funnel Through Quality Content

4min

Navigating Email Marketing in a Digital Strategy

2min

Mastering SEO and Content Strategy

17min

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

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Are you struggling to build an effective marketing funnel for your virtual financial planning practice?

In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts.

Key questions we answer include:

► How can I build an effective top-of-funnel strategy as a virtual advisor?

► Should I focus on SEO, social media, or other channels to attract clients?

► What's the best way to nurture leads and convert website visitors?

Even if you're not targeting pre-retirees, this episode illuminates how to create a focused digital marketing funnel to attract your ideal clients online. Tune in as we guide Joe through refining his niche, improving his content strategy, and developing an email nurture sequence to grow his practice.

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