The Profitable Advisor Podcast
About This Show
Every week million dollar fee based financial advisor Dan Cuprill shares ideas and strategies on how build and profit driven planning practice. For more information, visit www.ProfitableAdvisor.com.
Most Recent Episode
Podcast 052: Marketing Funnel Design
5 days ago
Back in "the old days," marketing was pretty simple. You'd send out 5,000 invitations to attend a workshop about retirement planning, about 50 people would show up, and you'd get 25 clients. Today, those results rarely happen for advisors and yet, vendors like FMO's and Turn Key Asset Managers keep encouraging advisors to do them. Now, the new buzzword is "funnels." On today's podcast, Dan will tell us what a marketing funnel looks like, whether they work at all, and if they do, what makes them effective.