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Joe Marshall
Financial advisor at Coastal Capital Advisors in Santa Barbara, California, specializing in tech professionals with equity compensation.
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12 snips
Oct 30, 2024
• 43min
Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)
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Joe Marshall, a financial advisor at Coastal Capital Advisors, specializes in helping tech professionals manage equity compensation. He discusses how to diversify marketing strategies beyond LinkedIn, emphasizing the importance of creating compelling content and refining engagement tactics. Joe shares tips on converting followers into leads, integrating email marketing, and building a robust marketing funnel. He also highlights the psychological barriers faced by millennials in wealth management and the need for strategic growth in client relationships.
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