The Number One Driver of Marketing Success for Advisors

To be successful at marketing, you’ve got to be willing to put in the work.  And then comes a tricky part: deciding how involved to be in that work and what to outsource.

In this episode, Matt Halloran and Kirk Lowe help you make those decisions. They uncover the number one driver of marketing success that has worked for them, their clients, and major industry leaders. Then, they share five powerful tips for boosting your engagement, no matter which marketing technique you decide to use.

Matt and Kirk discuss:

  • When you need to be all-in in your marketing
  • How to be more resourceful and find marketing opportunities that are often overlooked
  • Steps to build a system that allows for automation (without compromising a personalized client experience)
  • Why they say, “You can’t sell as a thought leader”
  • And more

Related: The Only Type of Sales That Works For Today’s Advisors with Shauna Mace