The Efficient Advisor: Tactical Business Advice for Financial Planners
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!
Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners.
According to clickfunnels.com an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design.
Did you hear that?! 100x more effective. I do no know an advisor out there who doesn’t want to have a marketing strategy that is 100x more effective.
In today’s episode I share:
The #1 mistake that advisor make in their marketing strategy
My simple system to problem-solve it and fix it!
Specific examples of how to follow your marketing and sales through the funnel to identify areas that need a good tweaking
Tips on how to figure out what is the best way to use your ‘marketing firepower’
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.
Sign in to queue transcript (1 credit)
Free to start
Skim the episode first,
Skim the episode first,
then decide if it is worth listening.
Sign up with Google in one click. 10 transcript credits included. No card needed.
Google sign-in · No credit card · 10 free transcript credits