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How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?
By starting with this podcast.
In this episode, Matt Halloran welcomes Jack Martin — the virtual CMO for InsurMark — onto the show. They explore the current competitive IMO/FMO landscape and the importance of having a strong marketing partner. Jack shares insights about the InsurMark Growth Framework, a proven system that helps advisors grow their businesses sustainably.
Matt and Jack discuss:
- A mindset shift from transactional selling to building long-term relationships
- A well-defined target audience to tailor marketing efforts
- Strong marketing strategies that leverage SEO, lead nurturing, personalized communication, and client engagement
- The three phases of the InsurMark Growth Framework
- A focus on truly listening to clients’ needs and concerns
Related: Fostering Inclusivity: Transforming the Financial Services Industry