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Mark Rosinski
Founder of Dunes Financial, a financial planning firm focused on retirees. CPA providing tax-efficient investment management and financial planning.
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6 snips
May 21, 2025
• 44min
Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)
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Mark Rosinski, the founder of Dunes Financial, shares his insights on developing a sustainable marketing funnel just weeks after launching his firm. He discusses the balance between being a generalist and niching down to specific corporate clients, like BP, to attract targeted prospects. The conversation delves into enhancing online lead experiences, optimizing marketing strategies, and leveraging social media for client acquisition. Mark's journey illustrates the importance of strategic marketing decisions in turning random leads into dependable clients.
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