The Five Essential Advisor Marketing Funnels

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In today's digital-first world, a marketing funnel is how financial advisors attract ideal prospects, engage clients and COIs, and stimulate referrals.

What are the essential marketing funnels every advisor needs?

What works in funnel marketing and where are advisors wasting their time and money?

I examine marketing funnels for financial advisors in more detail here.

Why marketing funnels are critical for advisors

A marketing funnel is a web-centric, mini-marketing system used in the client-value ladder – to attract and convert prospects to clients and for clients to buy and refer more.

The good news is marketing funnels for each objective can be automated.

They can be built once and used for years.