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    Header of Financial Professional's Inbound Marketing Funnel
    Marketing + Branding

    The Financial Advisor’s Inbound Marketing Funnel [Infographic]

    by Mark Stewart January 10, 2019
    written by Mark Stewart

    Inbound marketing for financial advisors.

    It’s a slight twist from the original inbound marketing strategy and subsequent funnel, but the purpose and strategies are basically unchanged.

    Showing the path of a stranger, to a prospect, to a lead, to a client; but with the distinct flavor an advisor’s marketing strategy can bring, like seminars and client testimonials. The same funnel itself can be broken into three or four pieces, depending on how you look at it.

    Here, we’ll be looking at both. Let’s get started.

    Continue Reading

    January 10, 2019
    14 FacebookTwitterPinterestEmail
  • Business Development

    My Ideal Client

    by Surge Business Consulting July 24, 2017
    by Surge Business Consulting July 24, 2017

    As financial services professionals, we are often asked what defines our ideal client? The response is clearly subjective and will vary tremendously within our reader base. We posed this question to many …

    3 FacebookTwitterPinterestEmail
  • Business Development

    How to Write an Effective Bio

    by Monica Breeding November 1, 2016
    by Monica Breeding November 1, 2016

    EXPERIENCING A LITTLE WRITER’S BLOCK? When it comes to writing a professional bio we often catch a case of writer’s block. Not because we don’t know ourselves well enough to write our …

    9 FacebookTwitterPinterestEmail
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